New Private Client App
For clients to have an easy access view of their portfolio, current holdings and performance.
Free
About
Access your financial statements and track investment performance on your mobile device. View current holdings and portfolio value with secure custodian statements.
✓View custodian statements (Schwab)
✓Performance reporting
✓Track current investment holdings
✓Monitor portfolio value
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What's New in Marks Wealth
5.14.0
September 11, 2024
- 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
MoreUser reviews
FAQ
What financial institutions does Marks Wealth support?
Currently, Marks Wealth supports custodian statements from Schwab. Future updates may include support for additional institutions.
How secure is Marks Wealth?
While specific security measures are not detailed, the app is designed for financial data viewing. Users should always practice good digital security habits.
What kind of transactions can I view in Marks Wealth?
Marks Wealth allows you to view your custodian statements, performance reports, current investment holdings, and overall portfolio value.
Is Marks Wealth available on Android devices?
Marks Wealth is currently available for iPhone and iPad. Support for Android devices has not been announced.
How often is Marks Wealth updated?
The app was last updated on September 11, 2024, indicating regular maintenance and potential feature additions. The latest version is 5.14.0.
What is the user sentiment for Marks Wealth?
Marks Wealth has received a perfect 5.0-star rating from 2 reviews, suggesting very positive initial user feedback.
Does Marks Wealth have ads?
No, Marks Wealth does not contain advertisements. The app is free to download and use without interruptions.
What is the age rating for Marks Wealth?
Marks Wealth has an age rating of 4+, making it suitable for a wide range of users.