C.H. Dean Client Portal app for iPhone and iPad

4.6 ( 2096 ratings )

Finance
Developer: C.H. Dean, LLC

Free

Current version: 1.73, last update: 6 months ago
First release : 27 Sep 2022
App size: 125.86 Mb

Welcome to the C.H. Dean Client Portal, powered by Black Diamond Wealth Platform. In this app clients may view their portfolio accounts and balances, access quarterly statements and other documents, and contact their investment management team through the secure dashboard. Clients may sign in using the same username and password they set up for the portal through the C.H. Dean website https://www.chdean.com. This app allows for easy, on-the-go, online access to your C.H. Dean portfolio.