About
Access a comprehensive financial overview, secure document storage, and interactive reports. Manage your finances and communicate with your advisor through this intuitive and secure mobile application.
What's New in Mission Wealth (Legacy)
2.0.1364882
June 3, 2025
This app will be sunsetted in 2025 - please use MissionAccess.
Developer apps
FAQ
What is the primary purpose of Mission Wealth?
Mission Wealth provides an intuitive financial dashboard, document vault, interactive reports, and budgeting tools. It aims to offer a secure and easy-to-use mobile experience for managing your finances and communicating with your financial advisor.
Is Mission Wealth free to use?
Yes, Mission Wealth is available for free. The app does not have any in-app purchases or advertisements, offering a completely free experience for users.
What devices does Mission Wealth support?
Mission Wealth is designed for Apple devices, including iPhone, iPad, and iPod. It is not currently available on Android or other operating systems.
How secure is the document vault in Mission Wealth?
The document vault in Mission Wealth is designed for securely sending and receiving files with your financial advisor. It is built with security in mind to protect sensitive financial documents.
When was Mission Wealth last updated?
The latest version of Mission Wealth was updated on June 3, 2025. The app was initially released on July 5, 2018.
What is the age rating for Mission Wealth?
Mission Wealth has an age rating of 17+. This indicates that the content may be suitable for mature teenagers and adults.
What are the key features of Mission Wealth?
Key features include an interactive dashboard for a complete financial picture, dynamic reports with current investment information, a secure document vault for file sharing with advisors, and budgeting tools.
Will Mission Wealth continue to be supported?
The app will be sunsetted in 2025. Users are advised to use MissionAccess for continued service and support.
