How to download the Modera app
Our new mobile app called Envestnet Client View, is available in the Apple App Store and Google Play for the mobile devices running the following:
- iOS version 12.4 to current
- Android version 8.0 to current
To download the app, use the following instructions:
- Find your app store icon on your device.
- Using the search bar, type in “Envestnet Client View.”
- 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.).
- Enter ModeraWM as the Portal Code.
The app is 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 app beneficial. If you have questions on any of the above, please do not hesitate to contact your Modera team.
Modera Wealth Management, LLC (Modera) is an SEC-registered investment adviser. SEC registration does not imply any level of skill or training. For information pertaining to our registration status, the fees we charge including how we are compensated and by whom, additional costs that may be incurred, our conflicts of interest, any disclosed disciplinary events of the Firm or its personnel, and the types of services we offer, please contact us directly or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov) to obtain a copy of our disclosure statement, Form ADV Part 2A, and ADV Part 3/Form CRS. In addition, our Privacy Notice outlines how we handle your non-public personal information. Please read these documents carefully before you make a decision to hire Modera, invest or send money.
