WEALTHPOINT

 

THE NEW STANDARD IN

WEALTH MANAGEMENT CLIENT EXPERIENCE

APP INSTALLATION GUIDE

This quick guide includes how to add WealthPoint to IOS and Android devices.

IOS

ADDING WEATHPOINT TO YOUR IOS DEVICE

Open app.modestspark.com, and login to your WealthPoint account from your mobile device.

When you are logged in, click the upload button at the bottom of your screen.

Click 'Add to Homescreen'.

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ANDROID

ADDING WEATHPOINT TO YOUR ANDROID DEVICE

1.

Open app.modestspark.com, and login to your WealthPoint account from your mobile device.

Click on the three dots for your menu at the top right hand of your screen.

2.

3.

Click 'Add to Homescreen'.

This website was designed to enhance connection - not replace it. 

WealthCo is a corporate group that includes, WealthCo Planning Services Inc. and WealthCo Risk Management Inc. and WealthCo Asset Management Inc.  Investment Management services are provided under WealthCo Asset Management.  That firm is registered as an Exempt Market Dealer in the provinces of Alberta, British Columbia, Manitoba, Saskatchewan and Ontario.  It holds a Portfolio Manager license in the provinces of Alberta, British Columbia, Manitoba and Saskatchewan and an Investment Fund License in the province of Alberta.  The information in this website is directed to individuals registered in those provinces.  The information provided here is for general information purposes and should not be construed as providing advice.  WealthCo has not independently verified any information set out herein.  Any opinions set out herein are subject to change and WealthCo does not undertake to notify the reader of such changes.