# FMB Wealth

> Mobile app for clients to manage investment portfolios and communicate with advisors. (iPhone/iPad app by FMB Wealth Management.)

- Source: https://appshunter.io/ios/app/fmb-wealth/id1503404619 (this page in markdown: same URL + `.md`)
- Developer: [FMB Wealth Management](https://appshunter.io/developer/1503404618)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 15.6 · 62 MB
- Languages: American English
- Released: 2020-03-20
- Data updated: 2026-07-22
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/fmb-wealth/id1503404619/reviews.md

## What is FMB Wealth?

FMB Wealth Mobile App allows our clients to view their Portfolio Overview, Holdings, Performance and Activity. Clients can also access secure shared documents, Quarterly Reports, custodian statements and files. Clients can also easily contact their Advisor through our Mobile App.

## Key features

- Portfolio Overview
- Holdings & Performance Tracking
- Secure Document Access
- Quarterly Reports & Statements
- Direct Advisor Contact


## Frequently asked questions about FMB Wealth

### 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.

## Version history (last 5 releases)

### 5.23.0 — 2026-07-17

- 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

### 5.22.1 — 2026-02-05

- 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

### 5.14.0 — 2024-09-05

- 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

### 5.9.0 — 2024-04-09

- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature

### 5.6.2 — 2023-11-29

- Bug fixes

- User experience improvements

- Added functionality from the web app to the mobile app on our way to creating a cohesive experience from one device to another

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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 2026-07-22.*