# Avantax Advised

> Financial client portal for statements, holdings, activity, and performance. (iPhone/iPad app by Honkamp Krueger Financial Services, Inc..)

- Source: https://appshunter.io/ios/app/avantax-advised/id1017397516 (this page in markdown: same URL + `.md`)
- Developer: [Honkamp Krueger Financial Services, Inc.](https://appshunter.io/developer/1017397515)
- Category: Finance, Business
- Price: Free
- Rating: 4.70/5 from 3 App Store ratings
- Age rating: 4+
- Requires: iOS 15.6 · 62 MB
- Languages: American English
- Released: 2015-07-23
- Data updated: 2026-07-21
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/avantax-advised/id1017397516/reviews.md

## What is Avantax Advised?

Use the client portal to retrieve your Avantax Planning Partners statements and provide data on your account, such as holdings, activity, and performance. You will receive an email each quarter from Avantax when your electronic statement is available.

## Key features

- Retrieve financial statements
- View account holdings
- Track account activity
- Monitor account performance
- Receive email notifications


## Frequently asked questions about Avantax Advised

### 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.

## Version history (last 5 releases)

### 5.23.0 — 2026-07-19

- 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

### 5.20.1 — 2025-09-12

- Customized Personal Finances layout within Accounts tab
- Positions renamed to Allocation
- Performance return chevrons
- Repositioned date range calendar selection
- Linking outside accounts
- Minor UI changes and bug fixes

### 4.4.0 — 2021-03-03

Updated Name and Logo

### 4.1.0 — 2018-07-12

Updates to available integrations

### 3.2.0 — 2015-12-05

Added iOS 9 Support

Added Touch ID Support

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## More apps by Honkamp Krueger Financial Services, Inc.

- [Avantax Elevate](https://appshunter.io/ios/app/avantax-elevate/id1462965274)

All apps by Honkamp Krueger Financial Services, Inc.: https://appshunter.io/developer/1017397515

## Related topics

[avantax](https://appshunter.io/ios/topics/avantax) · [avantax advised](https://appshunter.io/ios/topics/avantax-advised) · [arculus holdings](https://appshunter.io/ios/topics/arculus-holdings)

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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 2026-07-21.*