Archived App (Last seen on 23 Jun 2026)
This is an archived listing of the app previously available on the App Store.Although the app is no longer distributed by Apple, you can still view its description, screenshots, version history, ratings, and metadata for reference.
About
Access your financial client portal to view account information and manage your investments. Stay connected with your financial advisor and track your portfolio's performance.
What's New in JVL Wealth
5.19.0
May 29, 2025
- 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
MoreFAQ
What is JVL Wealth?
JVL Wealth is a client portal app designed for clients of JVL Wealth Strategies. It allows users to access their financial account information and manage their investments.
Is JVL Wealth free to use?
Yes, JVL Wealth is available for free. It is offered as a complimentary service to clients of JVL Wealth Strategies.
What devices does JVL Wealth support?
JVL Wealth is compatible with iPhone, iPad, and iPod devices. It is designed for iOS users.
How often is JVL Wealth updated?
The app was last updated on May 29, 2025, with version 5.19.0. This indicates regular updates to ensure functionality and security.
What is the security like for JVL Wealth?
As a financial client portal, JVL Wealth prioritizes security to protect sensitive client data. Specific security protocols are implemented by JVL Wealth Strategies.
Can I see my transaction history in JVL Wealth?
The app provides access to client portal information, which typically includes transaction history. Users can view their financial activities and account statements.
What is the user rating for JVL Wealth?
JVL Wealth has an exceptional rating of 5.0 stars based on one review. This suggests a highly positive user experience among its current users.
Does JVL Wealth have ads?
No, JVL Wealth does not contain advertisements. As a free client portal, it focuses on providing a seamless experience without interruptions.
