AllocateRite Advisor - Client

AllocateRite Advisor Client puts your full financial picture in your pocket. The mobile companion to your AllocateRite Advisor Client account, it connects your investments, your everyday money, and your plan — so you always know where you stand and what comes next, wherever you are. TRACK YOUR PORTFOLIO • See your holdings, asset allocation, and net worth at a glance • Compare your portfolio against the benchmarks you care about • Review your risk profile and future projections UNDERSTAND YOUR MONEY • Securely link your bank, credit, and investment accounts • Follow your cash flow, spending, and subscriptions in one place • Keep track of your assets, liabilities, and progress toward your goals PROPOSALS & DOCUMENTS • Review and sign proposals right from your phone — no printing, no paperwork • Find and store your important documents in one secure place INVEST THE WAY YOU WANT • Set your risk tolerance and preferences through a simple guided setup • Add values-based restrictions and priorities so your portfolio reflects what matters to you Use it alongside AllocateRite Advisor Client on the web — everything stays in sync, so you can pick up right where you left off on any device. AllocateRite Advisor Client is a free companion app designed exclusively for existing clients for AllocateRite Advisor. To get started, simply sign in using the credentials provided by your advisory team. Note: Account access must be provisioned by your professional advisor.