APT Wealth

Secure client portal for clients of Apt Wealth Partners.

This is the secure client portal App for clients of Apt Wealth Partners. Use this App to interact with your Apt Client Portal on your preferred mobile device or tablet. You will need a login to the Apt Client Portal to use this App. If you don’t currently have a client portal login please contact your Adviser at Apt Wealth Partners to request one.

Clients of Apt can use this App to:

• View their portfolio holdings
• View transactions
• Generate portfolio reports
• Securely communicate and share information with their Adviser
• Store copies of their important documents