Private Ocean is committed to delivering personal and powerful wealth management to all of our clients. We are proud to offer our clients a mobile option to access financial information, available on the App Store for iOS devices and in the Google Play Store for Android devices. This app provides an intuitive financial dashboard of your finances, document vault, interactive reports and more – all in a secure and easy to use mobile environment.
What kind of information is available on the mobile app?
The Private Ocean mobile app provides a financial dashboard of your finances, document vault, interactive reports and more.
How do I locate the mobile app on the Apple App Store or on Google Play?
From the Apple App Store or on the Google Play Store, search for Private Ocean, LLC. Click Get from your Apple device or Install from your Android phone. Once downloaded, an icon will appear on your device named "PVTOcean."
How do I login to the mobile app?
Click on the PVTOcean icon from your device. Use the same login credentials as you would on the website portal. There are options here to remember your information and to enable face ID. You can also reset your password here.
Please don't hesitate to contact us at 415.526.2900 or send an email to firstname.lastname@example.org.