# HBKS Wealth

> 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/id6738664244 (this page in markdown: same URL + `.md`)
- Developer: [HBKS WEALTH ADVISORS](https://appshunter.io/developer/1538838217)
- Category: Finance, Business
- Price: Free
- Rating: 3.70/5 from 3 App Store ratings · 2 written reviews indexed
- Age rating: 4+
- Requires: iOS 15.6 · 62 MB
- Languages: American English
- Released: 2024-11-26
- Data updated: 2026-07-21
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/hbks-wealth/id6738664244/reviews.md

## What is HBKS Wealth?

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. 
  • Document vault for securely viewing files from your wealth advisor. 
 • And more!

## Key features

- Interactive financial dashboard
- Dynamic investment reports
- Secure document vault
- Budgeting tools
- Financial picture overview

## Recent user reviews (2 of 2)

All indexed reviews: https://appshunter.io/ios/app/hbks-wealth/id6738664244/reviews.md

### 5/5 — Clean and professional

*2026-04-15, version 5.22.1*

App looks very nice. Makes it easy to check my accounts and access statements digitally!

### 1/5 — Poor password management

*2025-09-30, version 5.19.0*

Setting up and changing passwords is a nightmare. Does not work with Apple’s password management systems, i.e. the Password App. Tech support is non-existent. They refuse to help.

## Frequently asked questions about HBKS Wealth

### What is HBKS Wealth?

HBKS Wealth is a mobile application designed to provide users with an intuitive financial dashboard, a secure document vault, interactive reports, and budgeting tools.

### Is HBKS Wealth free to use?

Yes, HBKS Wealth is available for free download and use on supported devices. There are no in-app purchases or subscription fees mentioned.

### What devices does HBKS Wealth support?

HBKS Wealth is compatible with iPhone, iPad, and iPod devices, offering a comprehensive financial management experience across Apple's mobile ecosystem.

### How secure is the document vault in HBKS Wealth?

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.

### What kind of reports does HBKS Wealth offer?

HBKS Wealth provides dynamic reports that include current investment information, allowing users to stay updated on their portfolio's performance.

### When was HBKS Wealth last updated?

The latest version of HBKS Wealth was updated on February 5, 2026, indicating recent development and maintenance by the developer, HBKS WEALTH ADVISORS.

### What is the user rating for HBKS Wealth?

HBKS Wealth has a rating of 3.0 stars based on 2 user reviews. This suggests a mixed reception from its current user base.

### Does HBKS Wealth have ads?

Based on the provided data, HBKS Wealth does not contain advertisements. The app is free to use without any ad interruptions.

## Version history (last 5 releases)

### 5.23.0 — 2026-07-19

- 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

### 5.19.0 — 2025-05-28

- Customized Personal Finances layout within Accounts tab
- Positions renamed to Allocation
- Performance return chevrons
- Repositioned date range calendar selection
- Linking outside accounts
- Minor UI changes and bug fixes

### 5.16.0 — 2024-12-14

- Managed account Performance Details
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes

### 5.14.4 — 2024-11-26

No release notes.

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## More apps by HBKS WEALTH ADVISORS

- [HBKS Wealth Advisors](https://appshunter.io/ios/app/hbks-wealth-advisors/id1172552383)

All apps by HBKS WEALTH ADVISORS: https://appshunter.io/developer/1538838217

## Related topics

[hbks wealth advisors](https://appshunter.io/ios/topics/hbks-wealth-advisors) · [hbks wealth](https://appshunter.io/ios/topics/hbks-wealth)

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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 2026-07-21.*