My Bell Rock 4+
Bell Rock Capital LLC
Designed for iPad
-
- Free
Screenshots
Description
This client portal for Bell Rock Capital's customers is full of details not available through custodian websites. It includes features such as:
*Real time portfolio values, performance, transaction reports
* Add all your financial life to your portal to view everything such as bank balances, credit cards, mortgages, and even add in other tangible assets such as collectibles, real estate and artwork
*Find all your monthly statements, confirms and tax reports
*Use the Contact Your Advisor feature to send a message to your advisor
*Get access to exclusive client only commentary and video messages
*Upload your important documents such as wills, etc into your secure cloud
What’s New
Version 5.5.2
Bug fixes and performance enhancements.
App Privacy
The developer, Bell Rock Capital 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:
- Usage Data
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
- Identifiers
- Diagnostics
Privacy practices may vary based on, for example, the features you use or your age. Learn More
Information
- Provider
- Bell Rock Capital, LLC
- Size
- 34.4 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 12.4 or later.
- iPad
- Requires iPadOS 12.4 or later.
- iPod touch
- Requires iOS 12.4 or later.
- Mac
- Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
- Languages
-
English
- Age Rating
- 4+
- Copyright
- © Bell Rock Capital, LLC 2023
- Price
- Free