# BNA Wealth

> BNA Wealth (iPhone/iPad app by BNA WEALTH INC.)

- Source: https://appshunter.io/ios/app/bna-wealth/id6447993365 (this page in markdown: same URL + `.md`)
- Developer: [BNA WEALTH INC](https://appshunter.io/developer/1683201640)
- Category: Finance, Business
- Price: Free
- Age rating: 4+
- Requires: iOS 13.4 · 37 MB
- Languages: English
- Released: 2023-04-19
- Data updated: 2026-05-16
- User reviews in markdown: https://appshunter.io/ios/app/bna-wealth/id6447993365/reviews.md

## What is BNA Wealth?

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.


## Version history (last 4 releases)

### 5.14.0 — 2024-09-11

- 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 — 2024-04-09

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

### 5.5.2 — 2023-09-05

Bug fixes and performance enhancements.

### 5.4.1 — 2023-04-19

No release notes.

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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 2026-05-16.*