Broker Check

Adding the App to a Mobile Device

These instructions will demonstrate how to add a shortcut to the client portal app to your mobile phone or tablet.

Choose your device:


Apple iPhone

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1) Open the Safari browser.


2) Browse to the login page: wealthnet.us


3) Click the circled icon below.


4) Choose Add to Home Screen.

5) Customize the app name and click Add.


6) The icon should now be available on your home screen.

Samsung Android

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1) Open a browser on your device.

2) Browse to the login page: wealthnet.us


3) Choose Bookmarks. Click the "+" (plus) sign. Rename the bookmark as desired, then click Save.

  


4) A bookmarked icon of this page will now appear under the My Device category. Press and hold this icon until a menu appears.


5) Select Add shortcut to home screen.


6) The icon should now appear on your home screen.

HTC Android

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1) Open a browser on your device.

2) Browse to the login page: wealthnet.us


3) While viewing the webpage, press the menu button (three stripes) at the bottom of the screen and tap Add to > Bookmark.

  


4) Edit the bookmark name if needed, then tap Done.


5) Press the menu button again, then tap Add to > Home screen.

  


6) The icon should now appear on your home screen.

Nexus Android

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1) Open a browser on your device.

2) Browse to the login page: wealthnet.us


3) Click the menu at the top right of the screen and choose Bookmarks.


4) The site will be listed under Mobile bookmarks.


5) Click the menu again and choose Add to homescreen.


6) The icon should now appear on your home screen.