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.
Frequently Asked Questions
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.
IMPORTANT DISCLOSURE INFORMATION
Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Private Ocean, LLC [“Private Ocean”]), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from Private Ocean. Please remember that if you are a Private Ocean client, it remains your responsibility to advise Private Ocean, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/ evaluating/ revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Private Ocean is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice. A copy of the Private Ocean’s current written disclosure Brochure discussing our advisory services and fees is available for review upon requestor at www.privateocean.com. Please note: Private Ocean does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Private Ocean’s web site or blog or incorporated herein, and takes no responsibility for any such content. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. Please also note: If you are a Private Ocean client, please advise us if you have not been receiving account statements (at least quarterly) from the account custodian.