Access your portfolio data, view reports, and communicate with your team through an intuitive interface. Requires an enabled client account with a Concurrent affiliated team.
Cox, Klugh & Company by Cox, Klugh & Company, LLC



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Access your portfolio data, view reports, and communicate with your team through an intuitive interface. Requires an enabled client account with a Concurrent affiliated team.






Manage your business finances on the go. Check balances, view transactions, transfer funds, and make deposits from your mobile device. Authorized users can also approve wire and ACH transactions and manage positive pay exceptions.