# Integrated Wealth Advisors

> Integrated Wealth Advisors (iPhone/iPad app by Integrated Wealth Advisors, LLC.)

- Source: https://appshunter.io/ios/app/integrated-wealth-advisors/id6785572472 (this page in markdown: same URL + `.md`)
- Developer: [Integrated Wealth Advisors, LLC](https://appshunter.io/developer/6785572474)
- Category: Finance, Business
- Price: Free
- Age rating: 4+
- Requires: iOS 15.6 · 62 MB
- Languages: American English
- Released: 2026-07-13
- Data updated: 2026-07-24
- User reviews in markdown: https://appshunter.io/ios/app/integrated-wealth-advisors/id6785572472/reviews.md

## What is Integrated Wealth Advisors?

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.


## Version history (last 2 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

### 5.22.5 — 2026-07-13

No release notes.

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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 2026-07-24.*