# Premier Wealth Client Access

> Client portal for viewing financial accounts and contacting advisors. (iPhone/iPad app by Premier Wealth Advisors, LLC.)

- Source: https://appshunter.io/ios/app/premier-wealth-client-access/id6501991433 (this page in markdown: same URL + `.md`)
- Developer: [Premier Wealth Advisors, LLC](https://appshunter.io/developer/1744165308)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 13.4 · 41 MB
- Languages: English
- Released: 2024-05-09
- Data updated: 2026-06-05
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/premier-wealth-client-access/id6501991433/reviews.md

## What is Premier Wealth Client Access?

This Mobile App allows Premier Wealth Advisors clients to view account information, balances, performance, and easily contact their advisor.

## Key features

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


## Frequently asked questions about Premier Wealth Client Access

### What can I see in Premier Wealth Client Access?

Premier Wealth Client Access allows you to view your account information, current balances, and investment performance. You can also easily contact your assigned advisor directly through the app.

### Is Premier Wealth Client Access secure?

Yes, the app is designed for secure client access to your financial information. Specific security protocols are in place to protect your data.

### What devices support Premier Wealth Client Access?

Premier Wealth Client Access is available for iPhone, iPad, and iPod devices. It is optimized for a seamless experience across these Apple platforms.

### How often is Premier Wealth Client Access updated?

The app was last updated on December 14, 2024, with version 5.16.0. Updates typically include performance enhancements and security improvements.

### What is the user rating for Premier Wealth Client Access?

Premier Wealth Client Access has a perfect rating of 5.0 stars based on one review. This indicates a highly positive initial user experience.

### Does Premier Wealth Client Access have ads?

No, Premier Wealth Client Access does not contain advertisements. The app is free to download and use without interruptions.

### What is the age rating for Premier Wealth Client Access?

Premier Wealth Client Access has an age rating of 4+. This means it is suitable for users aged 4 and above, with no mature content.

### Who developed Premier Wealth Client Access?

Premier Wealth Client Access was developed by Premier Wealth Advisors, LLC. They are the provider of the financial services accessed through the app.

## Version history (last 3 releases)

### 5.16.0 — 2024-12-14

- 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

### 5.14.0 — 2024-09-06

- 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

### 5.13.0 — 2024-05-09

No release notes.

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## Related topics

[pwa wealth](https://appshunter.io/ios/topics/pwa-wealth)

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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 2026-06-05.*