The RMB Wealth Management Client Portal app provides mobile access to your investment account information. On the Home page, you can view your individual account values as well as the total value of your portfolio. Through My Accounts, you can view individual holdings and values. The Portfolio Dashboard gives you a dynamic overview of your portfolio and allows you to delve into performance details related to your asset allocation, gains and losses, and benchmark—right from your phone or tablet. You can easily change or customize your view using the drop-down menu and filters. If you have a question for your advisory team, access clickable links to phone numbers, emails, and office addresses through My Team. Stay connected whenever and wherever through the RMB Wealth Management Client Portal.
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