Archived App (Last seen on 17 Aug 2026)
This is an archived listing of the app previously available on the App Store.Although the app is no longer distributed by Apple, you can still view its description, screenshots, version history, ratings, and metadata for reference.
About
B.A. Schrock Financial allows you to easily view your financial accounts in one convenient location, run customized reports and contact your financial advisor.
What's New in B.A. Schrock Financial
5.14.1
September 16, 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
More
