About
Access your financial account details, view balances, and connect with your advisor directly through this mobile application. It provides a convenient way to manage your finances on the go.
What's New in PWP Portal
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 PWP Portal?
PWP Portal is a mobile application designed to help users view their financial account information, check balances, and easily contact their financial advisor.
Is PWP Portal free to use?
Yes, PWP Portal is available for free download and use. There are no charges associated with accessing your financial information or contacting your advisor through the app.
What devices support PWP Portal?
PWP Portal is supported on iPhone, iPad, and iPod devices, making it accessible for users within the Apple ecosystem.
How secure is PWP Portal?
While specific security measures are not detailed, financial apps typically employ industry-standard encryption and security protocols to protect user data. Users should always ensure their device is also secured.
How often is PWP Portal updated?
The app was last updated on September 6, 2024, with version 5.14.0. This indicates regular updates to maintain functionality and security.
What is the age rating for PWP Portal?
PWP Portal has an age rating of 4+, making it suitable for users of all ages to access financial information.
Does PWP Portal have ads?
No, PWP Portal does not contain advertisements. Users can access all features without interruption from ads.
What kind of financial information can I view on PWP Portal?
You can view your account information and balances directly through the PWP Portal app, providing a clear overview of your financial status.
