Robertson Stephens

Access your wealth, including your investments and financial plan, using the Robertson Stephens Mobile App anytime, anywhere.

Wealth has a unique meaning for all of us, whether you’re an entrepreneur, business owner, executive, family office or institution. It could mean accumulating wealth for your goals and aspirations, preserving your wealth for future generations, or distributing your wealth as your legacy. At Robertson Stephens, we are committed to being your partner on your financial journey with integrity, transparency, collaboration, and innovation as our core values that drive us to provide you with the best possible solutions. Your experience is of utmost importance to us, and we solve your needs and goals with comprehensive planning, investment, and technology solutions all within a fiduciary relationship.

Keep Track of Your Accounts and Key Documents
- Monitor current investment account balances, position details, and transaction history
- View key metrics for asset allocation, performance, and risk
- Access reports and other documents provided by your Robertson Stephens wealth manager

Receive Market Updates and Insights
- Be notified of any changes to your portfolio or financial plan
- Get alerts for key news articles and market updates
- Read our insights, providing you with actionable tasks to help achieve your financial goals

Security is our top priority
- Know that your financial information is encrypted and protected
- Access your accounts through the latest identification technology, like Touch ID or Face ID
- View contact details and safely communicate with your Robertson Stephens wealth team

Disclosures

Investment advisory services offered through Robertson Stephens Wealth Management, LLC (“Robertson Stephens”), an SEC-registered investment advisor. Registration does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. Information is compiled from sources believed to be reliable, but Robertson Stephens does not guarantee its accuracy or completeness. You are encouraged to compare your Robertson Stephens account information with the information contained on the statement from the custodian for your account for the corresponding time period. Please contact us or the account custodian with any questions you may have. Also, please notify us promptly if you do not receive statements on all accounts from the custodian on at least a quarterly basis. This material is an investment advisory publication intended for investment advisory clients and prospective clients only. Robertson Stephens only transacts business in states in which it is properly registered or is excluded or exempted from registration. A copy of Robertson Stephens’ current written disclosure brochure filed with the SEC which discusses, among other things, Robertson Stephens’ business practices, services and fees, is available through the SECs website at: www.adviserinfo.sec.gov. © 2021 Robertson Stephens Wealth Management, LLC. All rights reserved. Robertson Stephens is a registered trademark of Robertson Stephens Wealth Management, LLC in the United States and elsewhere