# Client First Tax and Wealth

> Client financial account viewing and statement access app. (iPhone/iPad app by Rock Point Partners LLC.)

- Source: https://appshunter.io/ios/app/client-first-tax-and-wealth/id6738706175 (this page in markdown: same URL + `.md`)
- Developer: [Rock Point Partners LLC](https://appshunter.io/developer/1469097712)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 12.4 · 139 MB
- Languages: English
- Released: 2024-12-22
- Data updated: 2026-07-06
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/client-first-tax-and-wealth/id6738706175/reviews.md

## What is Client First Tax and Wealth?

The Client First Tax and Wealth Advisors mobile app is designed exclusively for Client First Tax and Wealth Advisors clients. Clients using the mobile app will be able to view household account balances, transactions, and performance data. Clients will also be able to access Client First quarterly statements, Charles Schwab monthly custodial statements, and annual tax reports produced by Charles Schwab.

## Key features

- View household account balances
- Track transactions and performance
- Access quarterly statements
- View monthly custodial statements
- Access annual tax reports


## Frequently asked questions about Client First Tax and Wealth

### 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.

## 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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*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 2026-07-06.*