Mobile app

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Overview

The InvestSync mobile app gives you a focused way to review organisations while away from the desk. Use it for quick checks, meeting preparation, news alerts, notes, reports, and Assistant questions. The mobile app uses the same account and organisation access as the web app.

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Sign in and unlock

Sign in with your email, password, and the 6-digit authenticator code you use for InvestSync on the web. After your first sign-in on a device, choose how the app unlocks:

• Face ID or Touch ID when available.
• Authenticator code if your account has two-factor authentication enabled.
• Not now if you prefer to open the app without an extra lock.

You can change this later in Settings → Security.

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Review your organisations

The first screen shows the organisations you can access. Open an organisation to review Dashboard, Portfolio, Reports, News, Notes, and Assistant. Use Hide balances in Settings when you want to work in a shared space without showing portfolio values.

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Notifications

Use Settings → Notifications to choose whether InvestSync can send alerts to this device. You can also set news notification preferences by organisation, including the importance level that should trigger an alert. If notifications are blocked in iOS Settings, InvestSync will show that in the mobile settings screen.

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Assistant disclosure

The first time you ask the Assistant a question on mobile, InvestSync explains that your question, recent conversation, and relevant portfolio context are sent to an AI provider so the answer can be prepared. Continue only if you are comfortable with that use. Avoid adding anything to the question that you do not want processed by the Assistant.

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Help, privacy, and account management

Open Settings → Help and legal to view the Privacy policy, Terms of service, contact support, or manage your account on the web. Account management opens InvestSync in your browser, where you can review your profile and delete your account if eligible.