Access your personal financial accounts and balance sheet on the go. Review statements, track account activity, and view real-time portfolio performance. Connect with your advisor directly through the app.
1.96
June 13, 2026
• Login Security Enhancements • Performance Improvements • Bug Fixes
MoreGWS&A is a private client portal app from Global Wealth Strategies & Associates, LLC. It allows users to view their accounts, personal balance sheet, and portfolio performance on the go.
Getting started is easy. You need to reach out to your advisor at Global Wealth Strategies & Associates, LLC to request access to the portal.
While specific security protocols are not detailed, financial apps typically employ industry-standard encryption and security measures to protect user data. It is always recommended to use strong, unique passwords.
You can view your accounts, personal balance sheet, statements, account activity, and real-time portfolio balance and performance reporting. The dashboard is updated daily.
Yes, you can contact your advisor directly from within the GWS&A app. This provides a convenient way to communicate about your financial matters.
GWS&A is available for iPhone and iPad devices. It is designed for on-the-go access.
The latest version is 1.95, and the app was last updated on May 4, 2026. This indicates a commitment to ongoing development and maintenance.
No, GWS&A does not contain advertisements. As a free client portal, it focuses on providing direct access to your financial information without interruptions.
