BridgePort Financial Solutions 4+
BridgePort Financial Solutions, LLC
Designed for iPad
-
- Free
Screenshots
Description
Managing your wealth has never been easier than with the BridgePort mobile app! Stay connected to your BridgePort accounts anytime, anywhere with our fast and secure app. Monitor account balances, track activity, access financial documents, and collaborate with your advisor seamlessly.
Please contact your financial advisor directly if you do not already have a username and password.
What’s New
Version 5.14.0
- Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes
App Privacy
The developer, BridgePort Financial Solutions, LLC, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.
Data Linked to You
The following data may be collected and linked to your identity:
- Financial Info
- Contact Info
- Identifiers
- Usage Data
- Diagnostics
Privacy practices may vary based on, for example, the features you use or your age. Learn More
Information
- Provider
- BRIDGEPORT FINANCIAL SOLUTIONS, LLC
- Size
- 39.3 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 13.4 or later.
- iPad
- Requires iPadOS 13.4 or later.
- iPod touch
- Requires iOS 13.4 or later.
- Mac
- Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
-
English
- Age Rating
- 4+
- Copyright
- © 2024 BridgePort Financial Solutions, LLC
- Price
- Free