The Rightwealth Advisors Mobile phone application enables authorized clients to view and manage their investment accounts in a simple, elegant interface:
Access your investment accounts, including balances, holdings and recent activity.
Aggregate outside investment or banking accounts held at other financial institutions to one single location for simplified management.
Stay better connected to your accounts and with your financial advisor.
Requirements: You need to be a Black Diamond user that has been authorized for the phone application. If you would like to request access, please contact your Rightwealth Advisors primary contact.
Advisory services offered through Rightwealth Advisors, LLC. Securities offered through Cantella & Co., Inc., Member FINRA/SIPC. Rightwealth Advisors and Cantella & Co., Inc. are independent entities
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The developer, Rightwealth Advisors, 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 Used to Track You
The following data may be used to track you across apps and websites owned by other companies:
Usage Data
Data Linked to You
The following data may be collected and linked to your identity:
Financial Info
Contact Info
Identifiers
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
