To download the app, use the following instructions:
1. Find your app store icon on your device.
- For Apple users, it will look like this:
2. Using the search bar, type in “Modera Wealth Management.” You will see the app appear with our logo.
3. Download the app and type in your username/password. (If you have forgotten it, you can retrieve it using the link listed below the sign-in bar.)
Although you cannot print or upload/download directly from the app at this time, it’s a convenient way to check your balance, allocation, and additional aspects of your portfolio.
We are continually looking for ways to improve your client experience and hope you find the Modera Client Hub app beneficial. If you have questions on any of the above, please do not hesitate to contact your Modera team