# MD Wealth

> Secure client portal for managing financial portfolios and investments. (iPhone/iPad app by MD Wealth Management, LLC.)

- Source: https://appshunter.io/ios/app/md-wealth/id1445929611 (this page in markdown: same URL + `.md`)
- Developer: [MD Wealth Management, LLC](https://appshunter.io/developer/1445929610)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 10 App Store ratings · 1 written reviews indexed
- Age rating: 4+
- Requires: iOS 15.6 · 53 MB
- Languages: American English
- Released: 2018-12-07
- Data updated: 2026-06-01
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/md-wealth/id1445929611/reviews.md

## What is MD Wealth?

MD Wealth Management client portal

## Key features

- Secure client portal
- Portfolio tracking
- Investment management
- View financial statements
- Account performance monitoring

## Recent user reviews (1 of 1)

All indexed reviews: https://appshunter.io/ios/app/md-wealth/id1445929611/reviews.md

### 5/5 — Wonderful!

*2019-05-22*

Extremely easy to use and a great way to view all of my accounts!

## Frequently asked questions about MD Wealth

### What is MD Wealth?

MD Wealth is a secure client portal designed for existing clients of MD Wealth Management to access and manage their financial portfolios and investments.

### Is MD Wealth free to use?

Yes, MD Wealth is available for free download and use. It provides clients with complimentary access to their financial information.

### What devices does MD Wealth support?

MD Wealth is available on iPhone, iPad, and iPod touch devices. It is optimized for iOS users.

### How secure is MD Wealth?

As a client portal for financial management, MD Wealth prioritizes security to protect user data and financial information. Specific security protocols are employed by MD Wealth Management.

### Can I view my financial statements on MD Wealth?

Yes, the app allows users to view their financial statements, providing easy access to important account documentation.

### How often is MD 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 age rating for MD Wealth?

MD Wealth has an age rating of 4+, making it suitable for a wide range of users.

### Does MD Wealth have ads?

No, MD Wealth does not contain advertisements. It is an ad-free application for a focused user experience.

## 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 — 2024-04-10

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

### 5.6.7 — 2024-02-24

- 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

### 4.4.0 — 2022-03-05

Bug fixes and performance updates

## Apps similar to MD Wealth

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| --- | --- | --- | --- |
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## Related topics

[usb wealth management](https://appshunter.io/ios/topics/usb-wealth-management)

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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.*