Client Portal Mobile Navigation
When accessed from a mobile device or through the Mobile App, the interface of the Client Portal is compressed and some navigation elements are rearranged to accommodate the smaller screen size. All functionality remains the same as the full Client Portal.
This article describes navigation differences between the interfaces. For full details of all the features of the Client Portal, see Client Portal Navigation and Features.
General Layout Differences
Total Market Value
The Total Market Value that displays on the header bar in the full interface is not visible in the mobile view. Check the Account Overview card or the Net Worth view in the Investments section to find this number.
User Profile/Log Out
User Profile access and the log out button have been merged with the general navigation menu (see below), and are accessed by pressing 
in the upper right of the app.
General Navigation
Navigating between the sections of the Client Portal in the full interface is done with a sections ribbon across the top of the interface. In the mobile view, however, this navigation is moved to the menu in the upper right. Tap the icon to view and select the Client Portal section you want to view.
Investments Tab
In the full Client Portal interface, the sections of the Investments Tab are presented as a menu of tabs across the top. In the Mobile interface, switching between these sections is instead done with a Show Page drop-down. Use the drop-down to select the section you wish to view.
Though rearranged, the options and content available on each page remains the same as the full Client Portal view.
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