Archived App (Last seen on 22 Jan 2025)
This is an archived listing of the app previously available on the App Store.Although the app is no longer distributed by Apple, you can still view its description, screenshots, version history, ratings, and metadata for reference.
About
This app offers a comprehensive financial overview, consolidating all your assets and liabilities into a single, secure platform. Track trends, manage cash flow, and view recent trades and holdings. It facilitates secure information sharing with your financial advisor and other professionals.
What's New in Midland Wealth Access
1.0
October 14, 2021
Developer apps
FAQ
What is Midland Wealth Access?
Midland Wealth Access is a personal financial management tool designed for high net worth clients. It provides a consolidated view of your entire portfolio, including assets and liabilities, and allows for secure sharing of financial information with advisors and other professionals.
Is Midland Wealth Access secure?
Yes, the app utilizes permissions-based technology to ensure secure sharing of information. It also offers a secure, digital vault for storing financial documents.
What financial institutions does Midland Wealth Access connect to?
Midland Wealth Access uses intelligent aggregation to link to over 20,000 different financial institutions, including both US and international entities. All reporting is provided in local currencies.
Who can use Midland Wealth Access?
This app is available for select Midland Wealth Management clients. To get started, clients should contact their Midland Wealth Management Wealth Advisor.
Does Midland Wealth Access have ads?
No, Midland Wealth Access is ad-free and does not contain advertisements.
What devices is Midland Wealth Access available on?
Midland Wealth Access is available for iPhone, iPad, and iPod devices.
How often is the data updated in Midland Wealth Access?
The dashboard in Midland Wealth Access updates daily to help you track trends and manage your cash flow effectively.
Can I store documents in Midland Wealth Access?
Yes, Midland Wealth Access features a secure, digital vault where you can store important financial documents for easy access and sharing.
