RBA Wealth Management, LLC 4+

RBA Wealth Management, LLC

    • 5.0 • 1 Rating
    • Free

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Description

Convenient, secure access to view your accounts with RBA Wealth Management: Protect your future | Secure your legacy

The RBA Wealth Management, LLC mobile application enables clients to view investments held through RBA Management, LLC.
App Requirements: The RBA Wealth Management, LLC mobile app is for RBA Wealth Management clients.
We are focused on reaching your broader financial goals through experienced guidance & thoughtful solutions.

What’s New

Version 2.0

Track your net worth including your managed investment portfolios
View each of your accounts individually to further analyze performance, allocations and more
Streamline communication with your financial advisor using two-way document sharing via the secure vault
Receive notifications when your advisor has posted a document to your vault

Ratings and Reviews

5.0 out of 5
1 Rating

1 Rating

App Privacy

The developer, RBA Wealth Management, 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 Used to Track You

The following data may be used to track you across apps and websites owned by other companies:

  • Usage Data

Data Linked to You

The following data may be collected and linked to your identity:

  • Financial Info
  • Contact Info
  • User Content
  • Identifiers
  • Usage Data

Data Not Linked to You

The following data may be collected but it is not linked to your identity:

  • Diagnostics

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

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