About
This personal finance application provides Julius Wealth Advisors clients with a centralized hub to manage investment accounts, track net worth, and access a document vault. It's designed for seamless financial overview and management.
What's New in MyJWA
5.22.1
February 6, 2026
- Transactions changing to activity tab for managed accounts - Positions changing to allocation tab for managed accounts - Household info section in settings - Biometrics improvement - Performance bar chart - Net worth legend and portfolio graph optimization - Bug fixes
MoreFAQ
Is MyJWA free to use?
Yes, MyJWA is available for free to clients of Julius Wealth Advisors. There are no in-app purchases or subscription fees associated with using the app.
What kind of financial accounts can I view in MyJWA?
MyJWA allows clients to view their Investment Accounts, providing a consolidated look at their portfolio performance and holdings.
How secure is MyJWA for my financial data?
As a product of Julius Wealth Advisors, a registered investment advisor, MyJWA is built with security as a core value. Specific security protocols are implemented to protect client data.
Can I track my overall net worth with MyJWA?
Yes, MyJWA includes features to help clients track their Net Worth, offering a comprehensive view of their financial standing.
What devices does MyJWA support?
MyJWA is available on iPhone, iPad, and iPod devices, ensuring accessibility for a wide range of Apple users.
How often is MyJWA updated?
The latest version of MyJWA is 5.22.1, last updated on February 6, 2026. Updates are released to enhance features and ensure optimal performance.
Does MyJWA have ads?
No, MyJWA does not contain advertisements. The app is designed to provide a clean and focused experience for its users.
What is the age rating for MyJWA?
MyJWA has an age rating of 4+, making it suitable for users of all ages who are clients of Julius Wealth Advisors.
