# HBKS Wealth Advisors > Financial dashboard, document vault, reports, and budgeting tools in a secure app. (iPhone/iPad app by HBKS WEALTH ADVISORS.) - Source: https://appshunter.io/ios/app/hbks-wealth-advisors/id1172552383 (this page in markdown: same URL + `.md`) - Developer: [HBKS WEALTH ADVISORS](https://appshunter.io/developer/1538838217) - Category: Finance - Price: Free - Rating: 3.00/5 from 3 App Store ratings · 3 written reviews indexed - Age rating: 17+ - Requires: iOS 10.0 · 66 MB - Released: 2016-12-30 - Data updated: 2026-06-10 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/hbks-wealth-advisors/id1172552383/reviews.md ## What is HBKS Wealth Advisors? This app provides an intuitive financial dashboard of your finances, document vault, interactive reports, budgeting tools and more – all in a secure and easy to use mobile app. TOP FEATURES • Interactive dashboard showing you your complete financial picture. • Dynamic reports with current investment information. • And more! ## Key features - Interactive financial dashboard - Document vault - Interactive reports - Budgeting tools - Secure mobile app ## Recent user reviews (3 of 3) All indexed reviews: https://appshunter.io/ios/app/hbks-wealth-advisors/id1172552383/reviews.md ### 3/5 — Needs landscape mode for documents *2020-12-21* When reviewing documents they show as landscape format but can only be viewed in portrait mode on an iPhone. It should be possible to see in landscape by rotating my iPhone. ### 5/5 — Works fantastic *2020-11-12* if you are an HBKS client, this is a superb way to see all your accounts and respective performance. All key data is available live in a very easy to understand tile format. WELL DONE ### 1/5 — Not well developed *2018-08-07* This needs a lot of work; assumes you can just sign in, but if you are setting up for the first time to pull your information, doesn’t really give you an option. And have yet to receive an email when requested. Fix it, properly test it, and get some customer feedback, or delete it and start over. ## Frequently asked questions about HBKS Wealth Advisors ### What is the security like for HBKS Wealth Advisors? The app is designed to be secure and easy to use, providing a safe environment for managing your financial data and documents. Specific security protocols are not detailed in the app description. ### What financial institutions are supported by HBKS Wealth Advisors? The provided description does not specify which financial institutions are supported by the app. Users may need to explore the app directly for compatibility information. ### Does HBKS Wealth Advisors offer different subscription tiers? HBKS Wealth Advisors is available for free and does not mention any subscription tiers or in-app purchases in its description. ### How often is HBKS Wealth Advisors updated? The app was last updated on July 9, 2024, indicating a commitment to regular maintenance and potential feature additions. The latest version is 2.0.1249107. ### What devices can I use HBKS Wealth Advisors on? HBKS Wealth Advisors is available for iPhone, iPad, and iPod devices. It is designed for Apple's mobile operating system. ### What is the age rating for HBKS Wealth Advisors? The app has an age rating of 17+, suggesting it may contain content or features more suitable for mature audiences. ### What do users like or dislike about HBKS Wealth Advisors? With a rating of 3.0 stars from 3 ratings, user sentiment appears mixed. Specific details on user likes and dislikes are not provided in the app's description. ### Does HBKS Wealth Advisors have ads? No, HBKS Wealth Advisors does not contain advertisements. The app is free to download and use without any ad interruptions. ## Version history (last 5 releases) ### 2.0.1249107 — 2024-07-09 Updated features and removed bugs. ### 2.0.1073846 — 2023-04-01 Updated features and removed bugs. ### 2.0.725187 — 2020-11-12 Bug fixes and performance improvements. • Updated screenshots ### 2.0 — 2018-02-27 See your complete financial picture and interact with your financial advisor ### 1.6 — 2017-04-27 To further protect your data, we have substantially improved security around the process for resetting passwords for access to the portal. Now, when you reset your password, you will receive a secure link that expires 24 hours after the link is generated. ## Apps similar to HBKS Wealth Advisors | App | Rating | Price | Category | | --- | --- | --- | --- | | [Inner Lakes FCU Mobile Banking](https://appshunter.io/ios/app/inner-lakes-fcu-mobile-banking/id584468823) | 3.7 (6) | Free | Finance | | [PNC Private Bank Investments](https://appshunter.io/ios/app/pnc-private-bank-investments/id1463992968) | 3.5 (19) | Free | Finance | | [Merck Sharp & Dohme FCU Mobile](https://appshunter.io/ios/app/merck-sharp-and-dohme-fcu-mobile/id1100811860) | 4.9 (2,284) | Free | Finance | | [Private Capital Management](https://appshunter.io/ios/app/private-capital-management/id1516712469) | — | Free | Finance | | [Sittner & Nelson Client Portal](https://appshunter.io/ios/app/sittner-and-nelson-client-portal/id1535082953) | — | Free | Finance | | [SteelPeak Wealth](https://appshunter.io/ios/app/steelpeak-wealth/id1479218470) | 5.0 (2) | Free | Finance | ## More apps by HBKS WEALTH ADVISORS - [HBKS Wealth](https://appshunter.io/ios/app/hbks-wealth/id6738664244) All apps by HBKS WEALTH ADVISORS: https://appshunter.io/developer/1538838217 --- *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 2026-06-10.*