# McInroy & Wood — Client onboarding

> Client onboarding (iPhone/iPad app by McInroy & Wood.)

- Source: https://appshunter.io/ios/app/mcinroy-and-wood/id6476776997 (this page in markdown: same URL + `.md`)
- Developer: [McInroy & Wood](https://appshunter.io/developer/1727727793)
- Category: Finance
- Price: Free
- Age rating: 17+
- Requires: iOS 15.8 · 116 MB
- Languages: American English
- Released: 2024-07-26
- Data updated: 2026-07-31
- User reviews in markdown: https://appshunter.io/ios/app/mcinroy-and-wood/id6476776997/reviews.md

## What is McInroy & Wood?

Our app is for clients that are setting up individual or joint investment portfolios. It provides a secure way for us to gather your personal and financial information and to verify your identity. If you want to invest directly into our funds, please visit our website.


How does it work?


You will be asked to register by creating a username and password and then answer a series of questions about your personal and financial circumstances.
Your identity will then be confirmed by uploading your identity document and proof of address. You will need a device with a working camera to complete this check.
The final step is for you to read and agree to our Discretionary Management Agreement and to download copies of any documents for your records.
 
Our service


McInroy & Wood provides discretionary investment management for private clients. This includes discussing and agreeing your investment objectives, as well as managing your portfolio.
 
Important


McInroy & Wood Limited is a private limited company incorporated in Scotland, with company number SC100377. It is authorised and regulated by the Financial Conduct Authority and is registered as an Investment Adviser with the US Securities and Exchange Commission.

https://www.mcinroy-wood.co.uk


## Version history (last 5 releases)

### 1.5 — 2025-12-13

Bug fixes and improvements

### 1.4 — 2025-11-22

Bug fixes and improvements

### 1.3 — 2025-07-31

Bug fixes and improvements

### 1.2 — 2025-01-08

Bug fixes and improvements

### 1.1 — 2024-09-18

Listing description change

## More apps by McInroy & Wood

- [M&W Clients](https://appshunter.io/ios/app/m-and-w-clients/id6751279024)

All apps by McInroy & Wood: https://appshunter.io/developer/1727727793

---

*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 2026-07-31.*