Overview
Features & Capabilities
User Growth & Download Statistics
App
- By:
- Oppenheimer and Co. Inc.
- Rating:
- 4.40 (38)
- Version:
- 4.2.0 Last updated: 2026-05-26
- Version code:
- 885914704
- Creation date:
- 2015-11-27
- Compatible devices:
- Size:
- 73.93MB
- URLs:
- Website ,Privacy policy
- Full description:
- See detailed description
- Source:
- Apple Apps Store
- Data ingested on:
- 2026-07-17
- Compare stats and ranking:
- Opco Client Access mobile app vs Client Access
- Opco Client Access mobile app vs AdviceWorks®
- Opco Client Access mobile app vs OCA Mobile
Ranking
For Developers
Contact the developer
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User Reviews
Pros
- Easy to use and easy to navigate, repeatedly praised by reviewers.
- Updated look and feel with new features after recent updates.
Cons
- Repeated sign-in/login failures prevent access to the app.
- Holdings price data lag and inability to buy/sell through the app.
- Perceived outdated platform and slow updates/not well adapted to newer iPhone models.
Recent reviews
I recently moved from Charles Schwab to Oppenheimer and I find the Oppenheimer App has a lot to be desired.
I prefer CS Tile view that allows you to bring up your top ten movers in your portfolio. I also like the fact you can look up your holding by simply typing in the name or symbol. With Oppenheimer I need to scroll through 50 pages to find a specific stock. Oppenheimer could improve their app considerably by simply following CS’s model.
by AA*****, 2024-12-18
The recent upgrade to this app fixed all of the things I brought to their attention in a recent survey the sent. Much better access to tax information and the ability to see all of my account values with a quick glance!
by PN*****, 2024-06-06
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