About
Manage your investments and financial plan in one place. Track portfolio performance, link external accounts, and securely share documents with your advisor. Access reports and news updates to stay informed about your financial goals.
What's New in Rickey Advisors
5.19.0
May 29, 2025
- Customized Personal Finances layout within Accounts tab - Positions renamed to Allocation - Performance return chevrons - Repositioned date range calendar selection - Linking outside accounts - Minor UI changes and bug fixes
MoreFAQ
What devices does Rickey Advisors support?
Rickey Advisors is available on iPhone and iPad. It is designed to provide a seamless experience across these Apple devices.
How secure is Rickey Advisors for storing financial documents?
The app allows you to securely store and share documents with your advisor. This feature is designed with security in mind to protect your sensitive financial information.
Can I see my entire financial picture with Rickey Advisors?
Yes, you can link your outside accounts and bank accounts to see your total financial picture in one place. This provides a comprehensive view of your assets and liabilities.
Does Rickey Advisors offer investment advice?
Rickey Advisors facilitates connection with your financial planner and provides tools to track your plan and goals. It is designed to complement the services of your advisor.
How often is Rickey Advisors updated?
The latest version of Rickey Advisors is 5.19.0, and it was last updated on May 29, 2025. This indicates a commitment to regular updates and improvements.
What kind of financial reports can I access?
You can access key reports on demand, including transaction history, tax statements, and monthly and quarterly statements. These reports help you stay informed about your financial activities.
Does Rickey Advisors have ads?
Rickey Advisors does not contain advertisements. The app is free to download and use without any ad interruptions.
What is the user sentiment for Rickey Advisors?
Based on the available rating, Rickey Advisors has a perfect 5.0 stars from 1 rating. This suggests a highly positive initial user experience.
