# Accel WM Mobile

> Accel WM Mobile (iPhone/iPad app by The Accel Group LLC.)

- Source: https://appshunter.io/ios/app/accel-wm-mobile/id6478711657 (this page in markdown: same URL + `.md`)
- Developer: [The Accel Group LLC](https://appshunter.io/developer/1621588761)
- Category: Finance, Business
- Price: Free
- Age rating: 4+
- Requires: iOS 15.6 · 62 MB
- Languages: American English
- Released: 2024-03-01
- Data updated: 2026-07-20
- User reviews in markdown: https://appshunter.io/ios/app/accel-wm-mobile/id6478711657/reviews.md

## What is Accel WM Mobile?

Access tools to manage your wealth and collaborate with your Accel Wealth Management Advisor.


## Version history (last 5 releases)

### 5.23.0 — 2026-07-17

- Transactions changing to activity tab for managed accounts
- Positions changing to allocation tab for managed accounts
- Household info section in settings
- Biometrics improvement
- Performance bar chart
- Net worth legend and portfolio graph optimization
- Bug fixes

### 5.16.0 — 2024-12-13

- Managed account Performance Details
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes

### 5.14.0 — 2024-09-05

- 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

### 5.9.0 — 2024-04-04

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

### 5.6.7 — 2024-03-01

No release notes.

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| --- | --- | --- | --- |
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## More apps by The Accel Group LLC

- [Accel Mobile](https://appshunter.io/ios/app/accel-mobile/id1621588759)
- [Accelerate by AWM](https://appshunter.io/ios/app/accelerate-by-awm/id1632289341)

All apps by The Accel Group LLC: https://appshunter.io/developer/1621588761

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-07-20.*