Did You Know? You Can Access Your Mandeville Accounts on the Go
At Prittie Private Wealth, we are always looking for ways to make it easier for our clients to stay informed and connected to their financial information.
Did you know that we offer a mobile app that allows you to access your investment accounts directly from your smartphone or tablet?
The Mandeville mobile app provides a convenient way to stay connected to your portfolio when you are away from your computer. Through the app, you can view your accounts and investment performance, review portfolio details and transactions, track progress toward your financial goals, and securely access important documents through the Mandeville Vault. Account statements are also now available directly through the mobile app.
New: Account Statements Now Available in the Mobile App
Mandeville has recently enhanced the mobile app to make it even easier to access your account information while on the go. You can now view account statements directly through the app, providing a convenient and secure way to access these documents from a mobile device.
What’s Available
- View account statements directly from your mobile device
- Access and review statements through the mobile app
- Retrieve statements anytime and from virtually anywhere
Your Client Portal and Mobile App Work Together
Before downloading the mobile app, it is important to note that you must first complete the activation of your Mandeville Client Portal.
Your Client Portal and the mobile app are connected, which means the same login credentials you created when activating your Client Portal are used to access the mobile app.
If you have already activated your Client Portal, getting started with the app is straightforward.
How to Download the Mandeville Mobile App
- Open the App Store or Google Play Store on your mobile device.
- Search for “D1G1T.”
- Select the official app and choose Get on an iPhone or Install on an Android device.
- When prompted for the Dealer Name, enter Mandeville
- Sign in using the same credentials you created when activating your Mandeville Client Portal.
Once you are signed in, you will have convenient mobile access to your Mandeville account information wherever you have access to your device.
Take a Quick Tour
Mandeville has also provided a helpful video that walks you through the mobile app and its navigation:
Mandeville Mobile App Navigation Tour:
If you have not yet activated your Client Portal, are having difficulty accessing the mobile app, or would like the setup instructions sent to you again, please reach out to our team. We would be happy to assist you. The Mandeville mobile app helps you stay connected to your accounts when and where it is convenient for you.
