# Choice Wealth Advisors

> Mobile app for viewing financial accounts and contacting advisors. (iPhone/iPad app by Choice Wealth Advisors, LLC.)

- Source: https://appshunter.io/ios/app/choice-wealth-advisors/id1448399756 (this page in markdown: same URL + `.md`)
- Developer: [Choice Wealth Advisors, LLC](https://appshunter.io/developer/1448399755)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 3 App Store ratings
- Age rating: 4+
- Requires: iOS 15.6 · 62 MB
- Languages: American English
- Released: 2019-01-05
- Data updated: 2026-07-21
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/choice-wealth-advisors/id1448399756/reviews.md

## What is Choice Wealth Advisors?

This mobile app allows clients of Choice Wealth Advisors to view account information, balances, and easily contact your advisor.

## Key features

- View account information
- Check balances
- Contact advisor
- Secure access


## Frequently asked questions about Choice Wealth Advisors

### What is the rating for Choice Wealth Advisors?

Choice Wealth Advisors has an excellent rating of 5.0 stars, based on 3 user reviews. This indicates a very high level of user satisfaction.

### Is Choice Wealth Advisors free to use?

Yes, Choice Wealth Advisors is completely free to download and use. There are no charges associated with accessing your account information or contacting your advisor through the app.

### What devices support Choice Wealth Advisors?

Choice Wealth Advisors is available on iOS devices, including iPhone, iPad, and iPod. It is designed for a seamless experience across these platforms.

### How often is Choice Wealth Advisors updated?

The app was last updated on December 14, 2024, with version 5.16.0. This suggests regular updates to ensure performance and security.

### What is the age rating for Choice Wealth Advisors?

Choice Wealth Advisors has an age rating of 4+, making it suitable for a wide range of users. This indicates it contains no mature content.

### Does Choice Wealth Advisors have ads?

No, Choice Wealth Advisors does not contain advertisements. Users can access their financial information without any interruptions from ads.

### What financial institutions does Choice Wealth Advisors support?

The app allows clients to view their account information and balances, implying it connects to the specific accounts managed by Choice Wealth Advisors. Specific third-party institution support is not detailed.

### How secure is Choice Wealth Advisors?

As a financial application, Choice Wealth Advisors prioritizes security for its users. While specific security measures are not detailed, it is designed for secure access to sensitive financial data.

## Version history (last 5 releases)

### 5.23.0 — 2026-07-19

- Transactions changing to activity tab for managed accounts
- Positions changing to allocation tab for managed accounts
- Household info section in settings
- Biometrics improvement
- Performance bar chart
- Net worth legend and portfolio graph optimization
- Bug fixes

### 5.22.5 — 2026-06-16

- Transactions changing to activity tab for managed accounts
- Positions changing to allocation tab for managed accounts
- Household info section in settings
- Biometrics improvement
- Performance bar chart
- Net worth legend and portfolio graph optimization
- Bug fixes

### 5.16.0 — 2024-12-14

- Managed account Performance Details
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes

### 5.14.0 — 2024-09-06

- 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

### 5.13.3 — 2024-08-24

- Bug fixes
- Clients will see their default landing page, MGP financial planning data information, and any transaction notes left by the advisor when logging into the mobile app
- Clients will now have the same experience in mobile as the web client portal
- Custom built video statements within the Document Vault are now accessible via mobile app
- Clients can now review their plan summary, goals, insurance policies, net worth, and cost basis of their positions

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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 2026-07-21.*