Coastal Bridge Advisors

Finance

Free

See your complete financial picture and interact with your financial advisor. This app helps you easily access your Coastal Bridge Advisors' client portal from any mobile device. All the features of the Coastal Bridge portal are securely displayed on any mobile device, empowering users to “Uncomplicate" their financial lives from any location. Review your asset allocation, account performance, and instantly contact your Coastal Bridge support team directly from the app.

  • 5.0
    out of 5
    1 Ratings

Updated features and removed bugs.

The developer, Coastal Bridge Advisors, 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 Not Collected

    The developer does not collect any data from this app.

    Privacy practices may vary, for example, based on the features you use or your age. Learn More

    The developer has not yet indicated which accessibility features this app supports. Learn More

    Seller
    • Coastal Bridge Advisors, LLC
    Size
    • 68.9 MB
    Category
    • Finance
    Compatibility
    Requires iOS 10.0 or later.
    • iPhone
      Requires iOS 10.0 or later.
    • iPad
      Requires iPadOS 10.0 or later.
    • iPod touch
      Requires iOS 10.0 or later.
    • Apple Vision
      Requires visionOS 1.0 or later.
    Age Rating
    16+
    Copyright
    • © 2024 Coastal Bridge Advisors