---
title: "Concurrent Client Access - Reviews, Revenue and Downloads in United States | Apple App Store"
description: "The Concurrent Client Access App allows enabled clients to access portfolio data, view reports and statements, and communicate with your team in a simple, elegant interface.  Requirements: You need to"
---

# Concurrent Client Access — United States

![Concurrent Client Access App Icon](https://is1-ssl.mzstatic.com/image/thumb/Purple211/v4/76/d2/45/76d24565-59cc-c912-30b4-755f3da56f3b/AppIcon-0-0-1x_U007emarketing-0-8-0-85-220.png/400x400bb.png)

**Developer:** [Concurrent Investment Advisors](https://apptail.io/developer/concurrent-investment-advisors-IEOc)
**Category:** Finance
**Rating:** 5.0/5 (1 ratings)
**Price:** Free
**Bundle ID:** com.BDMobile.F3353C
**Store:** Apple App Store
**Country:** United States
**Version:** 1.98.1 (released 2026-06-13)
**Original Release:** 2023-03-06

**App Store Link:** [Download on Apple App Store](https://apps.apple.com/us/app/app/id1672364326)
**AppTail Page:** [https://apptail.io/app/concurrent-client-access-Zajl/united-states](https://apptail.io/app/concurrent-client-access-Zajl/united-states)

## Concurrent Client Access Description
The Concurrent Client Access App allows enabled clients to access portfolio data, view reports and statements, and communicate with your team in a simple, elegant interface.

Requirements: You need to be a client of a Concurrent affiliated team that has been enabled for the app. If you would like to request access, please contact your advisor or a member of their team for assistance.

## Concurrent Client Access Screenshots
- [Screenshot 1](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource221/v4/5f/b9/b3/5fb9b362-759a-2136-1b3f-6966ed684f64/01_iphone_one_login.png/1284x2778.png)
- [Screenshot 2](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource221/v4/5c/d2/35/5cd2354d-7554-b1e7-7ff2-4ef915b1c4d0/02_iphone_one_home.png/1284x2778.png)
- [Screenshot 3](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource221/v4/db/34/ac/db34ac8b-2821-a9bd-fb7c-665f20a9c912/03_iphone_one_portfolio.png/1284x2778.png)

## Concurrent Client Access Rating Breakdown in United States
- 5 stars: 1 (100%)
- 4 stars: 0 (0%)
- 3 stars: 0 (0%)
- 2 stars: 0 (0%)
- 1 stars: 0 (0%)

## Concurrent Client Access Reviews in United States

### ***** "Love this app."
Much better experience than the Raymond James app I used to use.
-- AndyPSU71, 2023-12-12

[View all Concurrent Client Access reviews and detailed analytics on AppTail](https://app.apptail.io/signup?utm_campaign=ai-crawl&utm_content=reviews)



## Concurrent Client Access Discovered Keywords
- concurrent client access

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---

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