# myWealth Portfolio

> Mobile investment portfolio tracker with secure access and advisor sharing. (iPhone/iPad app by Bank of the West.)

- Source: https://appshunter.io/ios/app/mywealth-portfolio/id1410334865 (this page in markdown: same URL + `.md`)
- Developer: [Bank of the West](https://appshunter.io/developer/428713769)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 10.0 · 14 MB
- Languages: English
- Released: 2018-08-01
- Data updated: 2026-06-24
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/mywealth-portfolio/id1410334865/reviews.md

## What is myWealth Portfolio?

myWealth Portfolio provides secure access to your investment accounts wherever you are. Share a snapshot of your total wealth with trusted advisors to help you make informed financial decisions based on your goals. Or simply enjoy having your portfolio details available whenever you want them.
 
myWealth Portfolio features:
•	Fingerprint login and other safety features to keep data secure
•	View your total portfolio in aggregate or by individual account 
•	History of recent market trades and transactions
•	Detailed holdings information
•	Engaging design for a superior ease of use

## Key features

- Secure fingerprint login
- View total portfolio or by account
- Market trades and transaction history
- Detailed holdings information
- Engaging and easy-to-use design


## Frequently asked questions about myWealth Portfolio

### 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.

## Version history (last 1 release)

### 1.3 — 2023-02-05

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.

## Apps similar to myWealth Portfolio

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [Bank of the West BIZ Mobile](https://appshunter.io/ios/app/bank-of-the-west-biz-mobile/id1277081112) | — | Free | Finance |
| [My-Wealth](https://appshunter.io/ios/app/my-wealth/id1116107323) | 2.5 (16) | Free | Finance |
| [Bank of the West](https://appshunter.io/ios/app/bank-of-the-west/id947859969) | 4.8 (430) | Free | Finance |
| [The Bank of The West Mobile](https://appshunter.io/ios/app/the-bank-of-the-west-mobile/id1261118667) | 4.7 (87) | Free | Finance |
| [myWealth Switzerland](https://appshunter.io/ios/app/mywealth-switzerland/id1276088244) | — | Free | Finance |
| [Voice of Wealth](https://appshunter.io/ios/app/voice-of-wealth/id1020677619) | 5.0 (8) | Free | Finance |

## More apps by Bank of the West

- [Bank of the West Mobile App](https://appshunter.io/ios/app/bank-of-the-west-mobile-app/id428713765)
- [myTradeNow](https://appshunter.io/ios/app/mytradenow/id1392851132)

All apps by Bank of the West: https://appshunter.io/developer/428713769

---

*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 2026-06-24.*