# My Westmount

> Mobile access to Westmount accounts for viewing financial data and statements. (iPhone/iPad app by Westmount Asset Management, LLC.)

- Source: https://appshunter.io/ios/app/my-westmount/id1398993881 (this page in markdown: same URL + `.md`)
- Developer: [Westmount Asset Management, LLC](https://appshunter.io/developer/920125436)
- Category: Finance, Business
- Price: Free
- Rating: 4.80/5 from 4 App Store ratings
- Age rating: 4+
- Requires: iOS 15.6 · 53 MB
- Languages: American English
- Released: 2018-07-23
- Data updated: 2026-06-01
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/my-westmount/id1398993881/reviews.md

## What is My Westmount?

Access all of your Westmount accounts directly from your mobile device. View account balances, current holdings, and portfolio performance, plus quarterly statements and more.

## Key features

- View account balances
- Track holdings
- Monitor portfolio performance
- Access quarterly statements
- Direct mobile access


## Frequently asked questions about My Westmount

### What can I do with My Westmount?

My Westmount allows you to view your account balances, current holdings, and portfolio performance. You can also access quarterly statements and other important financial information directly from your mobile device.

### Is My Westmount free to use?

Yes, My Westmount is available for free download and use. There are no associated costs to access your Westmount accounts through the app.

### What devices support My Westmount?

My Westmount is designed for Apple devices, including iPhone, iPad, and iPod. It is optimized for the iOS ecosystem.

### How secure is My Westmount?

While specific security measures are not detailed, financial apps typically employ industry-standard encryption and authentication protocols to protect user data. It is recommended to use a strong password and enable any available two-factor authentication.

### How often is My Westmount updated?

The app was last updated on June 2, 2025, with version 5.19.0. This indicates a commitment to regular maintenance and potential feature enhancements.

### What is the age rating for My Westmount?

My Westmount has an age rating of 4+, making it suitable for users of all ages. This rating suggests no mature content is present within the application.

### Does My Westmount have ads?

No, My Westmount does not contain advertisements. As a free application focused on financial management, it provides an ad-free experience for its users.

### What is the user sentiment for My Westmount?

Based on the limited data, My Westmount has a very high rating of 4.8 stars from 4 ratings. This suggests a positive user experience among its current user base.

## Version history (last 4 releases)

### 5.19.0 — 2025-06-02

- 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

### 5.17.1 — 2025-05-11

- Managed account Performance Details
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes

### 4.4.0 — 2022-07-27

Bug fixes and performance updates

### 4.1.0 — 2018-06-15

This app has been updated by Apple to display the Apple Watch app icon.

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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.*