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Details about OneWealth

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Version History of OneWealth

5.14.1

September 24, 2024

- Custom date selection for in-depth portfolio review - Users able to toggle between each version of their financial plan - Planning customers may review behavioral finance results from BeFi20 & PulseCheck - Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile! - Bug Fixes

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5.14.0

September 6, 2024

- Custom date selection for in-depth portfolio review - Users able to toggle between each version of their financial plan - Planning customers may review behavioral finance results from BeFi20 & PulseCheck - Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile! - Bug Fixes

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5.13.2

July 3, 2024

- Bug fixes - Clients will see their default landing page, MGP financial planning data information, and any transaction notes left by the advisor when logging into the mobile app - Clients will now have the same experience in mobile as the web client portal - Custom built video statements within the Document Vault are now accessible via mobile app - Clients can now review their plan summary, goals, insurance policies, net worth, and cost basis of their positions

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5.9.0

April 10, 2024

- Bug fixes - User experience improvements - Added functionality to native Document Vault feature

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5.5.2

September 7, 2023

Bug fixes and performance enhancements.

5.4.4

July 19, 2023

Price History of OneWealth

Description of OneWealth

This mobile app allows you to view your account information, balances and the performance of your portfolio at OneWealth. With a user-friendly interface, you can monitor your investments, track asset allocation, and analyze your portfolio's historical performance with ease.

OneWealth: FAQ

Is OneWealth iPad-friendly?

Yes, OneWealth offers an iPad version.

Who developed the OneWealth app?

OneWealth was released by One Wealth Management Investment And Advisory Services, LLC.

What minimum version of iOS does OneWealth need?

OneWealth minimum iOS requirement is iOS 13.4.

What do users think of the OneWealth app?

OneWealth has an impressive rating of 5 out of 5, indicating that it is a top-quality app.

What category is the OneWealth app?

The App Genre Of The Onewealth App Is Finance.

What OneWealth application version is the current one?

5.14.1 is the most recent version of the OneWealth app.

What date was the latest OneWealth update released?

The latest OneWealth app update was released on September 29, 2024.

What is the exact date the OneWealth app came out?

OneWealth was first made available on July 11, 2024.

What age group is OneWealth suitable for?

Safe for kids, with no inappropriate or mature content.

What are the languages available on OneWealth?

OneWealth is now available to use in English.

Is OneWealth part of the Apple Arcade lineup of games?

Sorry, OneWealth is not part of Apple Arcade.

Is OneWealth eligible for in-app purchases?

No, OneWealth is not eligible for in-app purchases.

Is OneWealth fully compatible with Apple Vision Pro?

Unfortunately, OneWealth is not fully compatible with Apple Vision Pro.

Can I expect ads while using OneWealth?

No, you can not expect ads while using OneWealth.

Screenshots of OneWealth

OneWealth screenshot #1 for iPhone
OneWealth screenshot #2 for iPhone
OneWealth screenshot #3 for iPhone
OneWealth screenshot #4 for iPhone
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