# MyWLTH

> Investment account access, performance reporting, and financial planning tools for WLTH Capital Management clients. (iPhone/iPad app by MyWLTH.)

- Source: https://appshunter.io/ios/app/mywlth/id6753987246 (this page in markdown: same URL + `.md`)
- Developer: [MyWLTH](https://appshunter.io/developer/1846133214)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 2 App Store ratings
- Age rating: 12+
- Requires: iOS 12.4 · 139 MB
- Languages: American English
- Released: 2025-10-16
- Data updated: 2026-08-10
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/mywlth/id6753987246/reviews.md

## What is MyWLTH?

The MyWLTH app enables clients of WLTH Capital Management to securely access and monitor their investment accounts, performance reporting, and engagement tools — all in one convenient, elegant platform. 

From performance reporting to eMoney’s integration and linked document vaults, MyWLTH puts your full financial picture in the palm of your hand. You can view holdings, access quarterly reports, securely share documents, and receive curated insights directly from your advisor. 

Features include: 

Consolidated account views across custodians (Schwab, Fidelity, Flourish, and more). 

Access to personalized performance reports and financial plan updates. 

Secure delivery of shared documents, custodial account statements and tax returns.  

Optional secure document upload for tax documents or planning items. 

Getting Started: 
This app is intended for clients of WLTH Capital Management. Access requires prior authorization. If you are a client and would like to enable mobile access, please reach out to WLTH’s support team. 

WLTH Capital Management is a Registered Investment Advisor (RIA). The MyWLTH app is powered by Black Diamond technology and integrated with WLTH's core planning and portfolio tools for a seamlessly integrated user experience.

## Key features

- Consolidated account views
- Performance reports
- Secure document sharing
- Financial plan updates
- Advisor insights
- Document upload


## Frequently asked questions about MyWLTH

### 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.

## Version history (last 5 releases)

### 1.97 — 2026-08-01

• Performance Improvements
• Bug Fixes

### 1.96 — 2026-06-13

• Login Security Enhancements
• Performance Improvements
• Bug Fixes

### 1.95 — 2026-05-04

• User login enhancements
• Performance Enhancements
• Bug Fixes

### 1.94 — 2026-03-07

• User login enhancements
• Performance Enhancements
• Bug Fixes

### 1.93 — 2026-01-17

• Updated vault experience
• Performance Enhancements
• Bug Fixes

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*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 2026-08-10.*