Opco Client Access mobile app

The Opco Client Access mobile app provides Oppenheimer & Co. Inc. clients with direct, secure access to their investment portfolios from any location. This professional tool is designed for investors who require real-time market data and account management capabilities on the go. The Opco Client Access mobile app transforms a mobile device into a powerful terminal for monitoring holdings, tracking performance, and executing trades, making it an indispensable resource for active clients of the firm.

Secure Login and Identity Verification

Accessing the Opco Client Access mobile app begins with a secure login process. Users must enter credentials identical to those used for the desktop Client Access website. For first-time users, identity verification is a prerequisite; this multi-step process is completed on the firm’s main website and cannot be initiated within the app itself. Once verified, the app serves as a trusted gateway, ensuring that only authorized individuals can view sensitive financial information and execute account actions, maintaining the high security standards expected from Oppenheimer.

Real-Time Portfolio Overview and Monitoring

Upon logging into the Opco Client Access mobile app, users are presented with a consolidated dashboard view of their entire investment portfolio. This summary displays current balances, overall account performance, and day-to-day valuation changes. Users can scroll through their list of holdings to review individual asset performance, including current price, daily gain/loss, and total value. This immediate snapshot allows for quick decision-making without needing to contact a financial advisor, putting comprehensive account oversight directly in the user’s hands.

Detailed Security Research and Market Quotes

The Opco Client Access mobile app includes integrated tools for in-depth market analysis. Users can search for specific equities, ETFs, or other securities by name or ticker symbol to pull up detailed quote information. The app delivers real-time last sale prices, bid/ask spreads, and volume data. For deeper research, users can access fundamental data, charts displaying historical performance, and recent news headlines related to the security. This function is critical for investors looking to research potential new investments or monitor factors affecting their existing holdings.

Order Entry and Trade Execution

For clients with trading permissions, the Opco Client Access mobile app provides a full suite of order entry tools. Users initiate a trade by selecting an account, choosing a security, and specifying the order type—such as market, limit, or stop order. The interface guides the user through entering the number of shares and the desired price before presenting a clear summary of the order details for final confirmation. This streamlined workflow enables clients to react instantly to market movements and manage their investment strategy directly from their mobile device.

Document Retrieval and Statement Access

The app serves as a digital filing cabinet for all important account documents. Users can navigate to the documents section to locate and view monthly or quarterly statements, trade confirmations, and tax documents. These are presented in a clean, readable format, often as PDF files that can be downloaded or shared directly from the app. This eliminates the need to wait for mailed statements and provides immediate access to historical records, which is essential for personal accounting and tax preparation purposes.

Account Alerts and Notification Management

Staying informed is a key advantage of the Opco Client Access mobile app. Users can proactively manage their investment experience by setting up customizable alerts for specific market conditions or account activities. The process involves selecting the alert type—such as a security reaching a target price or a trade being executed—and defining the parameters. These notifications are then pushed directly to the user’s device, ensuring they are immediately aware of critical events without constantly monitoring the markets themselves.

Key Features

  Secure, real-time access to investment portfolios

  Integrated tools for market research and quotes

  Full functionality for order entry and trade execution

  Direct download and viewing of account documents and statements

  Customizable alerts for market and account activity