We are excited to announce the launch of our new free iPhone and Android app for ClientConnect! You can now enjoy the most frequently used features from the website, in the palm of your hands.
- 24/7 access to ALL of your HD Vest accounts (brokerage, direct to fund, etc.) – all in one place
- Secure messaging and file sharing
- Login with the same ID and password as ClientConnect web portal
- A screenshot feature that allows you to show us what you’re seeing and message us about it directly
The app also offers the following additional features:
- Easy login using fingerprint (TouchID), if TouchID is available and enabled
- Ability to register to ClientConnect using app itself
- Ability to view your our contact info and get directions to our office using Maps or Google Maps
- Same app works for iPad devices running iOS 10 or higher
The ClientConnect free app is available on both iPhone and Andriod devices. You can download the app from the Apple Store or Google Play. Simply search for “ClientConnect” or “HD Vest, install and enjoy!
