Harris & Associates Portal 4+

D.L. Harris & Associates Insurance Services, INC.

Designed for iPad

    • Free

Screenshots

Description

The Official Harris & Associates Client Portal Application.
All your accounts in one place, in real time, all the time, exclusive to you.

FEATURES: \u2028
The Harris & Associates Client Portal App is fast, convenient, free, and allows users to: \u2028
- Check multiple account balances\u2028
- View portfolio performance\u2028
- View personal financial plans
- View aggregate account activity
- Upload and share documents

To use the Harris & Associates Client Portal Mobile App, you must already be a client of Harris & Associates. The app allows you to access your accounts using your existing Orion Client Web Portal username and password. If you are new to our firm or are interest please visit us at www.harrisadvisory.com or call us at 310-318-3700 for more information about how to access this feature. If you are a current client with an Orion Client Web Portal account, simply download the app, enter your login credentials and you are ready to go!

What’s New

Version 4.4.0

Bug fixes and performance updates

App Privacy

The developer, D.L. Harris & Associates Insurance Services, INC., 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

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