# Mission Wealth (Legacy)

> Secure financial dashboard with reports, document vault, and budgeting tools. (iPhone/iPad app by MISSION WEALTH MANAGEMENT, LLC.)

- Source: https://appshunter.io/ios/app/mission-wealth-legacy/id1392543022 (this page in markdown: same URL + `.md`)
- Developer: [MISSION WEALTH MANAGEMENT, LLC](https://appshunter.io/developer/1392543021)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 17+
- Requires: iOS 10.0 · 66 MB
- Released: 2018-07-05
- Data updated: 2026-07-07
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/mission-wealth-legacy/id1392543022/reviews.md

## What is Mission Wealth (Legacy)?

This app will be sunsetted in 2025 - please use MissionAccess.

Provides an intuitive financial dashboard of your finances, document vault, interactive reports, budgeting tools and more – all in a secure and easy to use mobile app.
	
TOP FEATURES
•	Interactive dashboard showing you your complete financial picture.
•	Dynamic reports with current investment information.
•	Document vault for securely sending and receiving files with your financial advisor.
•	And more!

## Key features

- Interactive financial dashboard
- Dynamic investment reports
- Secure document vault
- Budgeting tools
- Advisor communication


## Frequently asked questions about Mission Wealth (Legacy)

### 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.

## Version history (last 3 releases)

### 2.0.1364882 — 2025-06-03

This app will be sunsetted in 2025 - please use MissionAccess.

### 2.0.524032 — 2020-01-08

Bug fixes and stability improvements

### 2.0 — 2018-05-31

No release notes.

## Apps similar to Mission Wealth (Legacy)

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [Gerber Kawasaki](https://appshunter.io/ios/app/gerber-kawasaki/id6746163380) | 5.0 (2) | Free | Finance |
| [TG All Access](https://appshunter.io/ios/app/tg-all-access/id6449786437) | — | Free | Finance |
| [Motive Wealth](https://appshunter.io/ios/app/motive-wealth/id6504261808) | 5.0 (2) | Free | Finance |
| [Sparrow Advisors](https://appshunter.io/ios/app/sparrow-advisors/id6557028256) | 5.0 (2) | Free | Finance |
| [Griffin Black](https://appshunter.io/ios/app/griffin-black/id6738970870) | — | Free | Finance |
| [Curi RMB Capital Client Portal](https://appshunter.io/ios/app/curi-rmb-capital-client-portal/id6474686756) | 3.7 (3) | Free | Finance |

## More apps by MISSION WEALTH MANAGEMENT, LLC

- [MissionForward](https://appshunter.io/ios/app/missionforward/id6476103713)
- [MissionAccess](https://appshunter.io/ios/app/missionaccess/id6744175597)

All apps by MISSION WEALTH MANAGEMENT, LLC: https://appshunter.io/developer/1392543021

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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 2026-07-07.*
