Access your wealth portal easily and on-the-go by creating a mobile shortcut. Our mobile site will give you the flexibility to view your financial world 24/7 on all devices.

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iOS Devices

For iOS devices, use the Safari app to go to the wealth portal log-in page.

Step 1: Tap on the Options icon at the bottom of the page.

Step 2: In the menu, find and tap on the  Add to home screen button.

Step 3: Click Add in the top right hand corner.

Step 4: Your mobile shortcut has been created.


Android Devices

For Android devices, open a web-browsing app to go to the wealth portal log-in page.

Step 1: On the browser, click on the More button in the top right hand corner. 

Step 2: In the drop-down menu, tap on Add shortcut on home screen.

Step 3: A confirmation message will appear.

Step 4: Your mobile shortcut has been created.