# KWB Wealth

> Mobile app for viewing KWB Wealth account balances and investment portfolios. (iPhone/iPad app by KWB WEALTH.)

- Source: https://appshunter.io/ios/app/kwb-wealth/id1217534858 (this page in markdown: same URL + `.md`)
- Developer: [KWB WEALTH](https://appshunter.io/developer/1217534857)
- Category: Finance, Business
- Price: Free
- Rating: 2.50/5 from 2 App Store ratings · 1 written reviews indexed
- Age rating: 4+
- Requires: iOS 13.4 · 41 MB
- Languages: American English
- Released: 2017-03-25
- Data updated: 2026-06-01
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/kwb-wealth/id1217534858/reviews.md

## What is KWB Wealth?

This mobile app allows you to view your KWB Wealth account balances and view your portfolio investments.

## Key features

- View account balances
- Track portfolio investments
- Access financial information
- Mobile account management

## Recent user reviews (1 of 1)

All indexed reviews: https://appshunter.io/ios/app/kwb-wealth/id1217534858/reviews.md

### 1/5 — KWBWealth App

*2020-11-29*

Running iOS 12.4.9 ...app worked fine for months and recently just receive a white screen with no login page at launch very frustrating ...

## Frequently asked questions about KWB Wealth

### 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.

## Version history (last 5 releases)

### 5.16.0 — 2024-12-14

- 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

### 5.14.0 — 2024-09-11

- 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 — 2024-04-10

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

### 5.6.4 — 2023-12-16

- Bug fixes

- User experience improvements

- Added functionality from the web app to the mobile app on our way to creating a cohesive experience from one device to another

### 4.3.0 — 2020-07-01

Updated Logo

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## Related topics

[kwb wealth](https://appshunter.io/ios/topics/kwb-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 2026-06-01.*