About
Access your financial statements, account holdings, activity, and performance reports. Receive quarterly email notifications when new electronic statements are available.
What's New in Avantax Advised
5.23.0
July 19, 2026
- 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
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FAQ
How do I access my Avantax Advised statements?
You can retrieve your Avantax Planning Partners statements directly through the client portal. You will also receive an email each quarter when your electronic statement is available.
What financial data can I see on Avantax Advised?
The portal provides access to your account holdings, activity, and performance data, in addition to your financial statements.
Is Avantax Advised free to use?
Yes, Avantax Advised is available for free. There are no charges to download or use the core features of the application.
What devices support Avantax Advised?
Avantax Advised is compatible with iPhone, iPad, and iPod devices, allowing you to manage your finances on the go.
How often is Avantax Advised updated?
The app was last updated on September 12, 2025, indicating regular maintenance and potential feature additions by the developer.
What is the user rating for Avantax Advised?
Avantax Advised has a high user rating of 4.7 stars, based on 3 ratings, suggesting a positive user experience.
Does Avantax Advised have ads?
No, Avantax Advised does not contain advertisements. The application is ad-free, providing an uninterrupted user experience.
What age rating does Avantax Advised have?
Avantax Advised has an age rating of 4+, making it suitable for a wide range of users.
