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Add an Account on Mobile

This guide provides step-by-step instructions on how to add an account on the Crescent 360 mobile app. It explains how to link existing accounts or manually enter account information. Users can easily connect their bank, credit card, or other account institutions to the Crescent 360 portal to create a complete financial picture.

1. Log in to your Crescent 360 portal

2. Scroll down to the Accounts section on your Overview, and you’ll see accounts that are already linked. Click on Add Account.

3. For accounts that you have an online login, select the first option. You can manually enter your account information using the second option. Note that manually-entered accounts are not updated automatically.

4. Enter the name of your bank, credit card or other account institution and click Search.

5. Select the appropriate account from the search results.

6. Enter your user credentials and click on Connect.

7. You will briefly see a message while the portal completes the connection. When complete, the account you have added will be visible in your account list.

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Purpose

When your wealth carries complexity, your advisory relationship should carry clarity. 

Client-Centered Process

Your Vision, Our Focus. From discovery to design, implementation to ongoing refinement, we take the time to understand your needs and values. We craft every financial strategy with intention and tailor partnerships grounded in your goals, values, and vision for the future.

Guiding Principles

Our strategies are grounded in principles that reflect discipline, alignment, and long-term stewardship. We don’t chase market trends, we build durable, value-based plans that evolve with you. Every decision is made to support sustainable wealth, preserve your legacy, and elevate purpose into meaningful impact.

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Financial Disclosures

Check the background of your financial professional on FINRA’s BrokerCheck.

All investing involves risk, including loss of principal. There is no guarantee the investment process will lead to profits. Past performance of any security or strategy is no guarantee or indication of future results or performance. Market conditions change continuously.

Securities offered by Registered Representatives through Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory” or “RFG”), a registered investment advisor. Private Client Services, Crescent Private Wealth and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.

RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.

RFG Advisory Part 3, Form CRS, RFG Advisory Form ADV, Part 2A, Investment Advisor Public Disclosure, RFG Advisory Privacy Policy.

The Registered Representative(s) of PCS referenced on this website may only conduct securities business in the states in which they are currently registered. For a list of a Registered Representative’s current registered states, please visit FINRA’s BrokerCheck.