About
Access and manage your investment portfolio securely from your iPhone or iPad. View comprehensive summaries, detailed analytics, and important financial documents. Customize your experience and stay connected to your financial picture anytime, anywhere.
What's New in SCS Client Portal
268.0.0
August 18, 2026
This update includes general performance improvements and bug fixes.
FAQ
What is SCS Client Portal?
SCS Client Portal is a mobile application designed to provide users with secure access to their investment portfolio. It offers features like portfolio overviews, detailed analytics, and document management directly from an iPhone or iPad.
Is SCS Client Portal secure?
Yes, SCS Client Portal prioritizes privacy and security. It utilizes industry-standard encryption, multi-factor authentication, and built-in security features to protect your account information.
What kind of financial information can I see in SCS Client Portal?
You can view a comprehensive overview of your full portfolio, including intuitive summaries and key metrics. The app also provides deep-dive analytics on allocation, holdings, and portfolio changes.
Can I manage documents through SCS Client Portal?
Yes, the app features a secure document center where you can access, filter, download, and upload important files such as quarterly statements, letters, and reports.
Does SCS Client Portal support multiple portfolios?
Yes, you can easily switch between multiple portfolios or entities within the SCS Client Portal, allowing for flexible management of different financial interests.
What devices are compatible with SCS Client Portal?
SCS Client Portal is available for iPhone and iPad devices, offering a seamless experience across Apple's mobile platforms.
How often is SCS Client Portal updated?
The latest version of SCS Client Portal is 268.0.0, and it was last updated on August 18, 2026. Updates ensure the app remains current with features and security.
What is the user rating for SCS Client Portal?
SCS Client Portal has a high user rating of 5.0 stars based on 2 ratings, indicating strong user satisfaction with the app's performance and features.