Free

Rating summary
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0
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Details

  • Released
  • Updated
  • December 10, 2024
  • June 29, 2026

Features

PTC Wealth screenshot #1 for iPhone
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About

Monitor your investment accounts, track holdings, and view asset allocations with this app. It offers a dashboard summarizing your investments and graphical representations of their value over time. Access is granted to existing online portal users.

Investment account tracking
Holdings and asset allocation view
Transaction history access
Investment summary dashboard
Value over time graphics
Landscape detailed views
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What's New in PTC Wealth

51.0.1

June 29, 2026

Bug Fixes and Performance Improvements.

FAQ

Does PTC Wealth have ads?

No, PTC Wealth does not contain advertisements. The app is free to download and use without any ad interruptions.

What devices does PTC Wealth support?

PTC Wealth is currently supported on iPhone devices. Compatibility with other platforms may be considered in future updates.

How often is PTC Wealth updated?

The latest version of PTC Wealth is 50.0.0, last updated on March 9, 2026. Updates are released to ensure optimal performance and security.

What is the age rating for PTC Wealth?

PTC Wealth has an age rating of 4+, making it suitable for a wide range of users. This rating indicates general content appropriateness.

How can I register for PTC Wealth?

To use PTC Wealth, you must already have access to the online portal. For assistance with registration, please contact your Relationship Manager at The Philadelphia Trust Company.

What kind of financial data can I see in PTC Wealth?

PTC Wealth allows you to access your holdings, asset allocations, and transaction history. It also provides a dashboard summarizing your investment accounts and market value.

Is PTC Wealth secure for my financial information?

PTC Wealth is designed to provide secure access to your investment accounts. It requires existing online portal credentials for login, ensuring a protected user experience.

What are the benefits of using PTC Wealth over the online portal?

PTC Wealth offers convenient mobile access to your investment information from anywhere. It provides quick monitoring of your accounts, market value, and investment performance on the go.