🏷️ About: The Concurrent Client Access App allows enabled clients to access portfolio data, view reports and statements, and communicate with your team in a simple, elegant interface. Requirements: You need to be a client of a Concurrent affiliated team that has been enabled for the app.
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The Concurrent Client Access App allows enabled clients to access portfolio data, view reports and statements, and communicate with your team in a simple, elegant interface.
Requirements: You need to be a client of a Concurrent affiliated team that has been enabled for the app.
If you would like to request access, please contact your advisor or a member of their team for assistance.
