Manage your finances with an intuitive dashboard, secure document vault, and interactive reports. Track investments and utilize budgeting tools within a user-friendly mobile application.
5.23.0
July 19, 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
MoreHBKS Wealth is a mobile application designed to provide users with an intuitive financial dashboard, a secure document vault, interactive reports, and budgeting tools.
Yes, HBKS Wealth is available for free download and use on supported devices. There are no in-app purchases or subscription fees mentioned.
HBKS Wealth is compatible with iPhone, iPad, and iPod devices, offering a comprehensive financial management experience across Apple's mobile ecosystem.
The app description highlights the document vault as a feature for securely viewing files from your wealth advisor, emphasizing its security for sensitive financial documents.
HBKS Wealth provides dynamic reports that include current investment information, allowing users to stay updated on their portfolio's performance.
The latest version of HBKS Wealth was updated on February 5, 2026, indicating recent development and maintenance by the developer, HBKS WEALTH ADVISORS.
HBKS Wealth has a rating of 3.0 stars based on 2 user reviews. This suggests a mixed reception from its current user base.
Based on the provided data, HBKS Wealth does not contain advertisements. The app is free to use without any ad interruptions.
