Beacon Harbor
Beacon Harbor Wealth Advisors Finance
Client Portal for Clients of Beacon Harbor Wealth Advisors.
- Downloads
- 48+
- on Google Play
- Price
- Free
- No in-app purchases
- Updated
- Jul 18
- 2026 · v5.23.0
Screenshots
About Beacon Harbor
Client Portal for Clients of Beacon Harbor Wealth Advisors. This Mobile App allows you to view account information, check balances and asset allocation, review performance data, and easily work with your Wealth Advisor to help guide, grow, and protect your wealth. Through goal-based investing we add value by assisting our clients secure the life they want to live, guiding them through various types of life events and market environments.
What’s new
Version 5.23.0 · Updated July 18, 2026
- Transactions changing to activity tab for managed accounts - Positions changing to allocation tab for managed accounts - Household info section in settings - Biometrics improvement - Performance bar chart - Net worth legend and portfolio graph optimization - Bug fixes
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