Doesnt work
Cannot get it work on ipad or iphone. Keeps whinging about no screenlock, which is setup?
Free
About
Access and review your Brooks Macdonald investment portfolios securely on your mobile device. View market value, asset allocation, performance charts, and key documents. This streamlined companion app offers a clear, mobile-friendly interface for informed financial oversight.
✓Secure portfolio access
✓View total market value
✓Asset allocation overview
✓Performance tracking charts
✓Access key financial documents
✓Detailed holdings and transactions
✓Dark mode option
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What's New in Brooks Macdonald
1.2.2
April 26, 2026
Improvements to the log out experience, with a clearly labelled log out button added to the menu. Please note - on some devices you may need to scroll down on the menu page to locate it.
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FAQ
How secure is Brooks Macdonald for viewing portfolios?
Brooks Macdonald offers secure access to portfolios using Face ID or fingerprint recognition for quick and secure logins. The app is designed to provide a safe and convenient way to view your financial information on the go.
What financial information can I see on Brooks Macdonald?
You can view your total market value, asset allocation and diversification, performance over time with interactive charts, key documents like tax packs and valuations, and detailed holdings and transactions.
Is Brooks Macdonald free to use?
Yes, Brooks Macdonald is available for free. There are no in-app purchases or subscription fees associated with using the app to view your portfolios.
What devices does Brooks Macdonald support?
Brooks Macdonald is supported on iPhone, iPad, and iPod devices. It is designed to offer a seamless experience across Apple's mobile ecosystem.
How often is Brooks Macdonald updated?
The latest version of Brooks Macdonald is 1.2.2, last updated on April 26, 2026. Updates typically ensure security, performance, and feature enhancements.
Can I make transactions through Brooks Macdonald?
No, Brooks Macdonald is a view-only app. It provides access to portfolio information and documents to support informed conversations and oversight, but does not facilitate transactions.
What is the age rating for Brooks Macdonald?
Brooks Macdonald has an age rating of 4+. This indicates it is suitable for users of all ages, with no specific content restrictions.
Does Brooks Macdonald have ads?
No, Brooks Macdonald does not contain advertisements. The app is designed to provide a clean and focused experience for viewing your financial portfolios.
