Secure access to your McDonald Partners, LLC client dashboard.
McDonald Partners — description
The McDonald Partners app provides secure, convenient access to your wealth management relationship.
Designed for clients of McDonald Partners, LLC, the app allows you to:
- View account balances and holdings
- Access performance reporting and portfolio details
- Securely share and access information within your Vault
Built with institutional-grade security, the McDonald Partners app is an extension of the personalized service you expect from our firm.
Access is available exclusively to McDonald Partners clients. Please contact your advisor for login assistance.
Latest version
Version
5.23.0
Update
Package ID
com.advisorlynx.mobileadvisor.mcdonald
What's new
- Transactions changing to activity tab for managed accounts - Positions changing to allocation tab for managed accounts - Household info section in settings - Biometrics improvement - Performance bar chart - Net worth legend and portfolio graph optimization - Bug fixes