LinePoint Partners

LinePoint Partners & Co. is the client portal mobile application for LinePoint Partners & Co., LLC. The app provides existing clients with secure, centralized access to their investment accounts, portfolio performance, documents, and advisory service team — directly from their mobile devices. Key Features: - Portfolio Dashboard — View a consolidated snapshot of your net worth, account balances, and overall portfolio value across all managed accounts in a single home screen view. - Account Detail & Performance — Drill down into individual accounts to review holdings, asset allocation, and performance data. Filter by account and export reports as PDF or Excel files directly from the app. - Secure Document Vault — Access, view, and upload documents through a secure shared vault. Your advisor can post statements, reports, and important files directly to your portal — and you can upload documents of your own. - Notifications & Action Items — Stay on top of tasks assigned by your advisor through an in-app To-Do list, and receive notifications when new documents are posted or action items are waiting for your attention. - Biometric Login & Security — Log in quickly and securely using Face ID or Touch ID, depending on your device. Your account credentials and portal session are protected with multi-factor authentication options. - Advisor Contact Access — Access advisor contact details directly through the app to reach your LinePoint team when you need them.