About
This app allows clients to view their financial account balances, transactions, and performance. Access quarterly statements, monthly custodial reports, and annual tax documents.
What's New in Client First Tax and Wealth
1.99
October 31, 2026
• Home supports new Total Value settings • Support for new Report notification types • Performance enhancements
MoreFAQ
What can I do with Client First Tax and Wealth?
Client First Tax and Wealth allows you to view your household account balances, transactions, and performance data. You can also access quarterly statements, monthly custodial statements from Charles Schwab, and annual tax reports.
Is Client First Tax and Wealth free to use?
Yes, Client First Tax and Wealth is available for free. It does not have any associated costs for download or use.
What devices does Client First Tax and Wealth support?
Client First Tax and Wealth is available on iPhone, iPad, and iPod devices.
How secure is Client First Tax and Wealth?
While specific security measures are not detailed, the app is designed for clients of a financial advisory firm, implying a focus on data protection. It is rated for ages 4 and up, suggesting a broad user base.
How often is Client First Tax and Wealth updated?
The app was last updated on June 13, 2026, indicating ongoing development and maintenance. The latest version is 1.96.
What is the user rating for Client First Tax and Wealth?
Client First Tax and Wealth has a perfect rating of 5.0 stars based on 1 review.
Does Client First Tax and Wealth have ads?
No, Client First Tax and Wealth does not contain advertisements. It is a completely ad-free experience for its users.
Which financial institutions are supported by Client First Tax and Wealth?
The app specifically mentions accessing monthly custodial statements from Charles Schwab, indicating support for accounts held with them.
