About
Securely access and monitor your investment accounts, performance reports, and financial planning tools. View holdings, access quarterly reports, securely share documents, and receive insights from your advisor.
What's New in MyWLTH
1.97
August 1, 2026
• Performance Improvements • Bug Fixes
FAQ
What is MyWLTH?
MyWLTH is a platform for WLTH Capital Management clients to securely access and monitor their investment accounts, performance reports, and engagement tools.
Is MyWLTH free to use?
Yes, MyWLTH is available for free. It is designed for existing clients of WLTH Capital Management.
What financial institutions does MyWLTH support?
MyWLTH offers consolidated account views across custodians including Schwab, Fidelity, and Flourish, among others.
Can I upload documents to MyWLTH?
Yes, MyWLTH offers optional secure document upload for tax documents or planning items, as well as secure delivery of shared documents and custodial account statements.
How secure is MyWLTH?
MyWLTH is designed for secure access and monitoring of your investment accounts and financial information, with features like secure document sharing.
What devices can I use MyWLTH on?
MyWLTH is available on iPhone, iPad, and iPod devices.
How often is MyWLTH updated?
The latest version of MyWLTH is 1.95, and it was last updated on May 4, 2026, indicating regular updates.
What is the age rating for MyWLTH?
MyWLTH has an age rating of 12+, making it suitable for users aged 12 and above.
