Archived App
This is an archived listing of the app previously available on the App Store.Although the app is no longer distributed by Apple, you can still view its description, screenshots, version history, ratings, and metadata for reference.
About
Access your financial accounts, track investment performance, and communicate directly with your advisor. This secure portal provides a centralized hub for all your wealth management needs.
What's New in Twelve Points Client Portal
4.3.0
December 22, 2020
Updates to available integrations
FAQ
What is Twelve Points Client Portal?
Twelve Points Client Portal is a secure application designed for clients of Twelve Points Wealth Management and Twelve Points Retirement Advisors to access their financial accounts and performance data.
Is Twelve Points Client Portal free to use?
Yes, Twelve Points Client Portal is available for free download and use.
What devices does Twelve Points Client Portal support?
Twelve Points Client Portal is available on iPhone, iPad, and iPod devices.
How secure is Twelve Points Client Portal?
The portal is designed to provide secure access to your financial information and facilitate private communication with your advisor.
Can I view my investment performance on Twelve Points Client Portal?
Yes, the application allows clients to view their investment performance directly within the portal.
How often is Twelve Points Client Portal updated?
The latest version is 4.3.0, and the app was last updated on December 22, 2020.
What is the age rating for Twelve Points Client Portal?
Twelve Points Client Portal has an age rating of 4+, making it suitable for a wide range of users.
Can I communicate with my advisor through Twelve Points Client Portal?
Yes, the portal includes a chat feature that allows clients to communicate directly with their financial advisor.
