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
Securely access and view your investment accounts on the go. Share your total wealth snapshot with advisors to aid financial decisions or simply keep your portfolio details readily available.
What's New in myWealth Portfolio
1.3
February 5, 2023
Bank of the West is now part of the BMO family, a leading North American bank with a 200+ year history of success. BMO offers a broad range of financial services to help customers achieve real financial progress and shares Bank of the West’s commitment in driving positive change for a thriving economy, a sustainable future, and an inclusive society.
MoreDeveloper apps
FAQ
What is myWealth Portfolio?
myWealth Portfolio is a free mobile application designed to provide secure access to your investment accounts. It allows you to view your total portfolio, track transactions, and share wealth snapshots with advisors.
Is myWealth Portfolio secure?
Yes, myWealth Portfolio prioritizes security with features like fingerprint login and other safety measures to protect your data. It aims to keep your financial information secure.
What devices does myWealth Portfolio support?
myWealth Portfolio is available on iPhone, iPad, iPod, and Apple Watch, ensuring you can access your portfolio across multiple Apple devices.
How often is myWealth Portfolio updated?
The app was last updated on February 5, 2023, with version 1.3. This indicates regular maintenance and potential feature additions.
Can I see individual holdings in myWealth Portfolio?
Yes, myWealth Portfolio provides detailed holdings information, allowing you to see the specifics of each investment within your portfolio.
Does myWealth Portfolio offer a free trial?
myWealth Portfolio is completely free to download and use, so no trial period is necessary. You can access all its features without any cost.
What is the user sentiment for myWealth Portfolio?
Based on the available data, myWealth Portfolio has a perfect 5.0-star rating from one review, suggesting a highly positive initial user experience.
Can I track past trades with myWealth Portfolio?
Yes, myWealth Portfolio includes a history of recent market trades and transactions, allowing you to review your past investment activities.
