# OneWealth

> Mobile app for viewing account information, balances, and investment portfolio performance. (iPhone/iPad app by One Wealth Management Investment and Advisory Services LLC.)

- Source: https://appshunter.io/ios/app/onewealth/id6451423079 (this page in markdown: same URL + `.md`)
- Developer: [One Wealth Management Investment and Advisory Services LLC](https://appshunter.io/developer/1698194176)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 15.6 · 62 MB
- Languages: American English
- Released: 2023-07-19
- Data updated: 2026-07-19
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/onewealth/id6451423079/reviews.md

## What is OneWealth?

This mobile app allows you to view your account information, balances and the performance of your portfolio at OneWealth. With a user-friendly interface, you can monitor your investments, track asset allocation, and analyze your portfolio's historical performance with ease.

## Key features

- View account information
- Monitor balances
- Track portfolio performance
- Analyze asset allocation
- Review historical performance


## Frequently asked questions about OneWealth

### What can I do with OneWealth?

OneWealth allows you to view your account information, balances, and the performance of your investment portfolio. You can monitor your investments, track asset allocation, and analyze historical performance.

### Is OneWealth free to use?

Yes, OneWealth is available for free. The app is listed as 'Free' and does not mention any costs associated with its use.

### What devices does OneWealth support?

OneWealth is supported on iPhone, iPad, and iPod devices. It is designed for the Apple ecosystem.

### How secure is OneWealth?

While specific security features are not detailed, financial apps typically employ industry-standard security measures to protect user data. It's always recommended to use strong, unique passwords and enable any available two-factor authentication.

### How often is OneWealth updated?

The latest version of OneWealth is 5.22.2, last updated on February 11, 2026. This indicates a recent update, suggesting ongoing development and maintenance.

### What is the user rating for OneWealth?

OneWealth has a perfect rating of 5.0 stars based on 1 rating. This indicates a highly positive initial user experience.

### Does OneWealth have ads?

No, OneWealth does not contain advertisements. The app is listed with 'hasAds' as false, meaning it is ad-free.

### What age rating does OneWealth have?

OneWealth has an age rating of 4+. This means it is suitable for users aged 4 and older.

## Version history (last 5 releases)

### 5.23.0 — 2026-07-19

- 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

### 5.22.2 — 2026-02-11

- 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

### 5.22.1 — 2026-02-06

- 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

### 5.19.0 — 2025-05-29

- Customized Personal Finances layout within Accounts tab
- Positions renamed to Allocation
- Performance return chevrons
- Repositioned date range calendar selection
- Linking outside accounts
- Minor UI changes and bug fixes

### 5.16.0 — 2024-12-22

- Managed account Performance Details
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes

## Apps similar to OneWealth

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [Chesley Taft Access](https://appshunter.io/ios/app/chesley-taft-access/id6751244326) | — | Free | Finance |
| [Crescent Wealth Connect](https://appshunter.io/ios/app/crescent-wealth-connect/id6446124524) | 5.0 (1) | Free | Finance |
| [exitfour wp](https://appshunter.io/ios/app/exitfour-wp/id6446949536) | — | Free | Finance |
| [AnyLeft](https://appshunter.io/ios/app/anyleft/id6757109580) | — | Free | Finance |
| [Golden K Plans & Wealth Mgmt](https://appshunter.io/ios/app/golden-k-plans-and-wealth-mgmt/id6748545183) | 5.0 (1) | Free | Finance |
| [Osprey Capital Partners](https://appshunter.io/ios/app/osprey-capital-partners/id6748355883) | — | Free | Finance |

---

*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 2026-07-19.*