# My William Blair > Mobile financial portfolio viewer with document access and interactive charts. (iPhone/iPad app by William Blair & Company.) - Source: https://appshunter.io/ios/app/my-william-blair/id1466821184 (this page in markdown: same URL + `.md`) - Developer: [William Blair & Company](https://appshunter.io/developer/437927689) - Category: Finance - Price: Free - Rating: 4.40/5 from 17 App Store ratings · 2 written reviews indexed - Age rating: 4+ - Requires: iOS 15.1 · 44 MB - Languages: American English - Released: 2019-06-05 - Data updated: 2026-08-22 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/my-william-blair/id1466821184/reviews.md ## What is My William Blair? This app provides an intuitive view of your account portfolio value, documents, interactive views, charts, and more at your fingertips - all in a secure and easy-to-use mobile app. Top Features Include: • Mobile-friendly reports with optimized layout and spacing • Improved app navigation to make it easier to find the information you need • Easy access to documents for review and download ## Key features - Account portfolio value tracking - Document access and download - Interactive charts and views - Mobile-friendly reports - Improved app navigation ## Recent user reviews (2 of 2) All indexed reviews: https://appshunter.io/ios/app/my-william-blair/id1466821184/reviews.md ### 5/5 — Great App *2026-01-13* Love the update! Super easy to use and intuitive ### 5/5 — Great app *2019-09-04* Easy to use. Love the name. ## Frequently asked questions about My William Blair ### What is My William Blair? My William Blair is a mobile application designed to provide users with an intuitive view of their account portfolio value, documents, and interactive charts. It aims to offer secure and easy access to financial information on the go. ### Is My William Blair free to use? Yes, My William Blair is available for free. The app does not require any payment to download or use its core features. ### What devices does My William Blair support? My William Blair is compatible with iPhone, iPad, and iPod devices. It is designed for the iOS ecosystem. ### How secure is My William Blair? The app is described as secure and easy-to-use, implying robust security measures are in place to protect user financial data. Specific security protocols are not detailed in the provided information. ### How often is My William Blair updated? The latest version of My William Blair is 14.0.0, released on January 25, 2026. This indicates a commitment to regular updates and maintenance for the application. ### What kind of financial information can I access? You can view your account portfolio value, access and download important documents, and explore interactive views and charts. The app provides a comprehensive overview of your financial holdings. ### What is the age rating for My William Blair? My William Blair has an age rating of 4+. This suggests it is suitable for users of all ages, with no mature content restrictions. ### What do users like about My William Blair? Based on its 4.3-star rating from 16 reviews, users generally appreciate the app's intuitive interface and easy access to portfolio information and documents. The mobile-friendly reports and improved navigation are highlighted features. ## Version history (last 5 releases) ### 21.0.0 — 2026-08-13 Bug fixes and enhancements ### 19.0.1 — 2026-06-13 Bug fixes and enhancements ### 14.0.0 — 2026-01-25 Bug fixes and enhancements ### 10.5.0 — 2026-01-12 Bug fixes and enhancements ### 9.3.66 — 2025-07-14 Updated login screen logo for better fit Fixed "Contact Us" link Improved MFA screen layout and titles Corrected back button font Fixed crash for users without app access Restyled toggles to match William Blair branding ## Apps similar to My William Blair | App | Rating | Price | Category | | --- | --- | --- | --- | | [AlphaSense](https://appshunter.io/ios/app/alphasense/id1177914297) | 4.6 (78) | Free | Finance | | [PURE Insurance](https://appshunter.io/ios/app/pure-insurance/id1519334450) | 4.8 (3,252) | Free | Finance | | [Rogo AI](https://appshunter.io/ios/app/rogo-ai/id6745538983) | 4.3 (12) | Free | Finance | | [FactSet](https://appshunter.io/ios/app/factset/id1464041112) | 4.5 (233) | Free | Finance | | [Fidelity Charitable](https://appshunter.io/ios/app/fidelity-charitable/id552407907) | 4.0 (20) | Free | Finance | | [ICR Conference 2026](https://appshunter.io/ios/app/icr-conference-2026/id6444318900) | 4.4 (7) | Free | Finance | ## More apps by William Blair & Company - [William Blair Conferences](https://appshunter.io/ios/app/william-blair-conferences/id1620019261) - [William Blair Events](https://appshunter.io/ios/app/william-blair-events/id6443476191) All apps by William Blair & Company: https://appshunter.io/developer/437927689 ## Related topics [william blair](https://appshunter.io/ios/topics/william-blair) · [my william blair](https://appshunter.io/ios/topics/my-william-blair) --- *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 2026-08-22.*