Free
About
BNA Wealth is an app available to active clients of BNA Wealth.
Stay connected with your financial goals on the go.
Enables BNA Wealth Clients to access portfolio data in a simple elegant interface.
View your account holdings, performance, activity and more anytime, anywhere.
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What's New in BNA Wealth
5.14.0
September 11, 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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