# CapTrust Financial Advisors

> Mobile investment account management for CapTrust Financial Advisors clients. (iPhone/iPad app by CapTrust Financial Advisors (Holland).)

- Source: https://appshunter.io/ios/app/captrust-financial-advisors/id1562199210 (this page in markdown: same URL + `.md`)
- Developer: [CapTrust Financial Advisors (Holland)](https://appshunter.io/developer/1562199212)
- Category: Finance
- Price: Free
- Rating: 4.00/5 from 4 App Store ratings
- Age rating: 4+
- Requires: iOS 12.4 · 139 MB
- Languages: English
- Released: 2021-04-25
- Data updated: 2026-06-22
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/captrust-financial-advisors/id1562199210/reviews.md

## What is CapTrust Financial Advisors?

For CapTrust Financial Advisor clients, an easy way to view and manage your investment accounts, anytime, anywhere from your mobile device.  Contact your CapTrust client service team to begin the enrollment process.  Well Done, LLC dba CapTrust Financial Advisors (“CapTrust”) is a Registered Investment Advisor (“RIA”), located in the State of Michigan. CapTrust provides investment advisory and related services for clients nationally. CapTrust will maintain all applicable registration and licenses as required by the various states in which CapTrust conducts business, as applicable. CapTrust renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.

## Key features

- View investment accounts
- Manage financial information
- Secure mobile access
- Anytime, anywhere access
- Client service team contact


## Frequently asked questions about CapTrust Financial Advisors

### What can I do with CapTrust Financial Advisors?

CapTrust Financial Advisors allows you to view and manage your investment accounts directly from your mobile device. You can access your portfolio and financial information securely anytime, anywhere.

### Is CapTrust Financial Advisors free to use?

Yes, CapTrust Financial Advisors is available for free. There are no charges to download or use the app for managing your investment accounts.

### What devices does CapTrust Financial Advisors support?

CapTrust Financial Advisors is designed for iOS devices, including iPhone, iPad, and iPod. It is not currently available for Android devices.

### How secure is CapTrust Financial Advisors?

The app provides secure access to your investment accounts and financial information. Specific security protocols are in place to protect client data.

### How often is CapTrust Financial Advisors updated?

The app was last updated on May 4, 2026, indicating ongoing development and maintenance. Users can expect regular updates to ensure performance and security.

### What is the user rating for CapTrust Financial Advisors?

CapTrust Financial Advisors has a rating of 4.0 stars based on 4 user reviews. This suggests a generally positive reception from its user base.

### How do I enroll in CapTrust Financial Advisors?

To begin using CapTrust Financial Advisors, you need to contact your CapTrust client service team to start the enrollment process. They will guide you through the necessary steps.

### Does CapTrust Financial Advisors have ads?

No, CapTrust Financial Advisors does not contain advertisements. The app is designed to provide a clean and focused experience for managing your finances.

## Version history (last 5 releases)

### 1.96 — 2026-06-13

• Login Security Enhancements
• Performance Improvements
• Bug Fixes

### 1.95 — 2026-05-04

• User login enhancements
• Performance Enhancements
• Bug Fixes

### 1.94 — 2026-03-07

• User login enhancements
• Performance Enhancements
• Bug Fixes

### 1.93 — 2026-01-17

• Updated vault experience
• Performance Enhancements
• Bug Fixes

### 1.92.1 — 2025-12-22

• Vault Enhancements
• Notification Linking Optimization
• Performance Enhancements
• Bug Fixes

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## Related topics

[captrust financial advisors](https://appshunter.io/ios/topics/captrust-financial-advisors)

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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 2026-06-22.*