About
Access your financial account details, including balances and investment positions, on the go. This application provides a convenient way to monitor your financial information from your mobile devices.
What's New in Heirloom Wealth
5.22.2
February 13, 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
MoreFAQ
What is Heirloom Wealth?
Heirloom Wealth is a mobile application designed to allow users to view their account information, balances, and investment positions conveniently on their mobile devices.
Is Heirloom Wealth free to use?
Yes, Heirloom Wealth is available for free. The app is listed as free with no mention of in-app purchases or subscription fees.
What devices support Heirloom Wealth?
Heirloom Wealth is supported on iPhone, iPad, and iPod devices. It is designed for the Apple ecosystem.
How secure is Heirloom Wealth?
While specific security features are not detailed, financial applications typically employ robust security measures to protect user data. Users should always ensure their device is secure and use strong passwords.
How often is Heirloom Wealth updated?
The app's latest version is 5.22.2, last updated on February 13, 2026. This indicates a commitment to regular updates and maintenance.
What is the age rating for Heirloom Wealth?
Heirloom Wealth has an age rating of 4+, making it suitable for users of all ages. This rating suggests no mature content is present.
Does Heirloom Wealth have ads?
No, Heirloom Wealth does not contain advertisements. The app is listed as free and has no ads, providing an uninterrupted user experience.
What kind of financial information can I view?
You can view your account information, including your current balances and investment positions. This allows for easy monitoring of your financial status.
