About
Access your client portal to view financial accounts, track portfolio performance, and monitor your retirement income plan. Securely exchange documents with your advisor and manage your financial future with confidence.
What's New in Peterson Wealth Advisors
5.14.0
September 6, 2024
- Custom date selection for in-depth portfolio review - Users able to toggle between each version of their financial plan - Planning customers may review behavioral finance results from BeFi20 & PulseCheck - Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile! - Bug Fixes
MoreFAQ
What is Peterson Wealth Advisors?
Peterson Wealth Advisors is a financial advisory firm that provides retirement planning services. Their mobile app serves as a client portal for existing clients to access their financial information and communicate with their advisors.
Is Peterson Wealth Advisors free to use?
Yes, the Peterson Wealth Advisors mobile application is free to download and use. It is designed to provide existing clients with convenient access to their financial portal.
What devices does Peterson Wealth Advisors support?
The Peterson Wealth Advisors app is available for iPhone, iPad, and iPod devices. It is designed to offer a seamless experience across these Apple platforms.
How secure is the Peterson Wealth Advisors app?
The app features a Document Vault for securely sending and receiving files with your financial advisor. While specific security protocols are not detailed, financial apps typically employ industry-standard encryption to protect user data.
How often is Peterson Wealth Advisors updated?
The latest version of Peterson Wealth Advisors is 5.14.0, last updated on September 6, 2024. This indicates the app is actively maintained and receives regular updates from the developer.
What are the main features of Peterson Wealth Advisors?
Key features include an interactive dashboard for viewing portfolio performance and financial plans, a document vault for secure file sharing with advisors, and tools to track retirement income progress.
What is the age rating for Peterson Wealth Advisors?
Peterson Wealth Advisors has an age rating of 4+, making it suitable for users of all ages. This rating suggests no mature content is present within the application.
How can I request access to the Peterson Wealth Advisors app?
If you are an existing client and wish to request access to the mobile application, you should contact the Peterson Wealth Advisors team or speak directly with your financial advisor.
