Portfolio View by Carson

Check your investments and net worth anytime, anywhere.

Portfolio View by Carson is a simple mobile app that helps you stay connected to your financial picture wherever you are. Quickly view your investments, net worth, assets, and liabilities in a secure mobile experience designed for easy check-ins and everyday visibility. Portfolio View makes it easy to stay informed between advisor conversations while keeping your financial information accessible anytime, anywhere.

Features include: ·      Investment and net worth visibility ·      Assets and liabilities overview ·      Secure login with biometric authentication ·      Easy access to contact your advisor

Portfolio View provides a consistent and reliable view of your financial information across devices.