# JVL Wealth

> Client portal for JVL Wealth Strategies to manage investments and view account information. (iPhone/iPad app by JVL Associates, LLC.)

- Source: https://appshunter.io/ios/app/jvl-wealth/id1572465630 (this page in markdown: same URL + `.md`)
- Developer: [JVL Associates, LLC](https://appshunter.io/developer/1572465632)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 15.6 · 53 MB
- Languages: English
- Released: 2021-06-22
- Data updated: 2026-06-23
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/jvl-wealth/id1572465630/reviews.md

## What is JVL Wealth?

This app provides access to the Client Portal for clients of JVL Wealth Strategies.

## Key features

- Client portal access
- View account information
- Manage investments
- Track portfolio performance
- Connect with financial advisor


## Frequently asked questions about JVL Wealth

### 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.

## Version history (last 5 releases)

### 5.19.0 — 2025-05-29

- 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

### 5.14.0 — 2024-09-10

- Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes

### 5.9.0 — 2024-04-02

- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature

### 5.5.2 — 2023-09-06

Bug fixes and performance enhancements.

### 5.4.0 — 2023-02-10

Bug fixes and performance updates

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## Related topics

[jvl wealth](https://appshunter.io/ios/topics/jvl-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 2026-06-23.*