
About
Monitor your KWB Wealth account balances and track your investment portfolio. This application provides a convenient way to access your financial information on the go.
What's New in KWB Wealth
5.16.0
December 14, 2024
- Managed account Performance Details - Ability to add manual accounts to portal - Clients may now toggle to Orion related households - Orion Planning Retirement Details (Monte Carlo, Income & Assumptions) - Improved navigation to managed personal finances data - Adviser and firm custom disclosures available in footer - Document Vault improvements - Bug Fixes
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FAQ
What can I do with KWB Wealth?
KWB Wealth allows you to view your KWB Wealth account balances and track your investment portfolio directly from your mobile device.
Is KWB Wealth free to use?
Yes, KWB Wealth is available for free download and use.
What devices support KWB Wealth?
KWB Wealth is supported on iPhone, iPad, and iPod devices.
How secure is KWB Wealth?
While specific security measures are not detailed, financial apps typically employ industry-standard encryption and security protocols to protect user data.
When was KWB Wealth last updated?
The latest version of KWB Wealth, 5.16.0, was last updated on December 14, 2024.
What is the age rating for KWB Wealth?
KWB Wealth has an age rating of 4+, making it suitable for a wide range of users.
Does KWB Wealth have ads?
No, KWB Wealth does not contain advertisements.
What is the user feedback on KWB Wealth?
KWB Wealth has a rating of 2.5 stars based on 2 ratings, indicating mixed user sentiment.



