The NorthRock App is an easy-to-use online portal that instantly connects you to your full financial wealth picture anytime and anywhere. Whether you want a high level overview or an in-depth look at your investments, the NorthRock App makes it easier than ever.
You have the ability to view activity and changes in your portfolio or account balance, view the allocation breakdown of your portfolio by Class and Segment, see investment performance and most recent transactions across your portfolio, and allows for document storage and sharing, along with alerts and notifications.
--Additional advisor side functionality added
--Bug fixes for user added accounts display values
Ratings and ReviewsSee All
All of my accounts were intergraded correctly by my client service manager; Craig. I love the accessibility and connection I feel through the application to my finances!
With Family Sharing set up, up to six family members can use this app.