CPS Portal 4+

CPS Investment Advisors

Designed for iPad

    • Free

Screenshots

Description

The CPS Investment Advisors Client Portal app allows you to easily view your portfolio values and allocations and easily contact your advisor.

What’s New

Version 5.9.0

- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature

App Privacy

The developer, CPS Investment 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 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

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