Archived App
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
Access your Momentum Wealth Client Portal securely on your mobile device. View account details, download statements, and connect with your advisor. Setup is required before logging in.
What's New in Momentum Wealth
5.4.0
February 11, 2023
Bug fixes and performance updates
FAQ
How do I set up my Momentum Wealth Client Portal?
You must set up your Momentum Wealth Client Portal before logging into the app. Contact Momentum Wealth at (318) 538-1275 or hello@momentumwealth.us for assistance with setup or login issues.
What devices does Momentum Wealth support?
Momentum Wealth is available on iPhone, iPad, and iPod. The app is compatible with iOS devices.
Is Momentum Wealth secure?
The app provides a secure way to view your account balances, activity, and performance. Specific security protocols are not detailed, but it is designed for sensitive financial data.
How often is Momentum Wealth updated?
The latest version, 5.4.0, was released on February 11, 2023. Updates are released periodically to improve functionality and security.
What financial information can I access with Momentum Wealth?
You can view account balances, activity, and performance, download statements and tax forms, and run custom reports directly from the app.
Can I communicate with my advisor through Momentum Wealth?
Yes, you can schedule appointments and contact your advisor directly from the app. This facilitates easy communication regarding your financial matters.
What is the age rating for Momentum Wealth?
Momentum Wealth has an age rating of 4+. This indicates it is suitable for a wide range of users.
Does Momentum Wealth have ads?
The provided data does not indicate the presence of advertisements within the Momentum Wealth app. It is listed as free with no mention of ads.
