# PFW Advisors

> Mobile app for viewing financial account information and contacting advisors. (iPhone/iPad app by PFW Advisors.)

- Source: https://appshunter.io/ios/app/pfw-advisors/id6451210955 (this page in markdown: same URL + `.md`)
- Developer: [PFW Advisors](https://appshunter.io/developer/1697169959)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 15.6 · 61 MB
- Languages: American English
- Released: 2023-07-13
- Data updated: 2026-06-01
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/pfw-advisors/id6451210955/reviews.md

## What is PFW Advisors?

This Mobile App allows you to view account information, balances and easily contact your advisor.

## Key features

- View account information
- Check balances
- Contact advisor
- Secure access


## Frequently asked questions about PFW Advisors

### What can I do with PFW Advisors?

PFW Advisors allows you to view your account information and balances. You can also easily contact your financial advisor directly through the app for support and inquiries.

### Is PFW Advisors free to use?

Yes, PFW Advisors is available for free. There are no costs associated with downloading or using the core features of the application.

### What devices does PFW Advisors support?

PFW Advisors is designed for iOS devices, including iPhone, iPad, and iPod. It is optimized for a seamless experience across these platforms.

### How secure is PFW Advisors?

While specific security measures are not detailed, financial applications typically employ industry-standard security protocols to protect user data. The app is rated for ages 4+.

### When was PFW Advisors last updated?

The latest version of PFW Advisors is 5.22.1, which was last updated on February 6, 2026. This indicates a commitment to ongoing development and maintenance.

### What is the user rating for PFW Advisors?

PFW Advisors has received an excellent rating of 5.0 stars from one user review. This suggests a highly positive user experience among its current users.

### Does PFW Advisors have ads?

No, PFW Advisors does not contain advertisements. Users can expect an uninterrupted experience within the application.

## Version history (last 5 releases)

### 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

### 5.14.1 — 2024-09-26

- 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

### 5.9.0 — 2024-04-15

- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature

### 5.5.2 — 2023-09-07

Bug fixes and performance enhancements.

### 5.4.4 — 2023-07-14

No release notes.

## Related topics

[pfw advisors](https://appshunter.io/ios/topics/pfw-advisors)

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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 2026-06-01.*