Integrated Wealth Advisors

Integrated Wealth Advisors

by Integrated Wealth Advisors, LLC

0 ratings
Free

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Details

  • Released
  • Updated
  • July 13, 2026
  • July 19, 2026

Features

Integrated Wealth Advisors screenshot #1 for iPhone
Integrated Wealth Advisors screenshot #2 for iPhone
Integrated Wealth Advisors screenshot #3 for iPhone
Integrated Wealth Advisors screenshot #4 for iPhone
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About

Welcome to the Integrated Wealth Advisors client app, a secure and convenient way to stay connected to your accounts and your advisory team, anytime and anywhere. Whether you want a quick look at your accounts or a closer view of your financial picture, it's all in one place, right from your phone. This app is for existing Integrated Wealth Advisors clients. If you're already a client, sign in to get started. Need help signing in? Just reach out. We're happy to help. Integrated Wealth Advisors, LLC is a registered investment adviser with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training.
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What's New in Integrated Wealth Advisors

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

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