About
Access your investment portfolio, view holdings, and track performance. Securely access financial documents and communicate directly with your advisor. Stay informed about your financial activity and reports.
What's New in FMB Wealth
5.23.0
July 17, 2026
- 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
MoreFAQ
What can I do with FMB Wealth?
FMB Wealth allows you to view your portfolio overview, holdings, performance, and activity. You can also access secure shared documents, quarterly reports, and custodian statements, and easily contact your advisor.
Is FMB Wealth free to use?
Yes, FMB Wealth is available for free. The app is provided by FMB Wealth Management for their clients to manage their financial information.
What devices does FMB Wealth support?
FMB Wealth is designed for iOS devices, including iPhone, iPad, and iPod. It is not currently available on Android.
How secure is FMB Wealth?
The app provides access to secure shared documents and financial information. Specific security protocols are managed by FMB Wealth Management to protect client data.
How often is FMB Wealth updated?
The latest version of FMB Wealth is 5.22.1, with the last update on February 5, 2026. This indicates a commitment to ongoing maintenance and feature improvements.
What is the age rating for FMB Wealth?
FMB Wealth has an age rating of 4+, making it suitable for users of all ages. This rating is based on general content appropriateness.
Can I see my past financial reports in FMB Wealth?
Yes, FMB Wealth allows clients to access secure shared documents, including quarterly reports and custodian statements, providing a record of past financial activity.
Does FMB Wealth have ads?
No, FMB Wealth does not contain advertisements. As a free client portal, it focuses on providing a clean and secure experience for managing financial information.
