# Rickey Advisors

> Investment tracking and financial planning app connecting users with their advisors. (iPhone/iPad app by Leonard Rickey Investment Advisors, PLLC.)

- Source: https://appshunter.io/ios/app/rickey-advisors/id723795122 (this page in markdown: same URL + `.md`)
- Developer: [Leonard Rickey Investment Advisors, PLLC](https://appshunter.io/developer/723795125)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 15.6 · 53 MB
- Languages: English
- Released: 2013-10-18
- Data updated: 2026-06-25
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/rickey-advisors/id723795122/reviews.md

## What is Rickey Advisors?

The Rickey Advisors app allows you to track your investments, access key reports, stay up to date on your financial plan and goals, and connect with your planner all through the app. You can see all your accounts in one place to keep you on your best path forward. 
 Features Include: 
 View your portfolio holdings and asset allocation 
 Track your balance and account performance 
 Link your outside accounts and bank accounts to see your total financial picture in one place 
 Securely store and share documents with your advisor 
 Access your financial plan and track the progress toward your goals 
 Run “what-if” scenarios to see how different decision affect your plan 
 Access key reports on demand including transaction history, tax statements, monthly and quarterly statements 
 Access the news feed from your advisor to stay up to date 
 Connect with your advisor through the app

## Key features

- Track investment portfolio
- View account performance
- Link external bank accounts
- Secure document sharing
- Access financial plan & goals
- Run 'what-if' scenarios
- Access key financial reports


## Frequently asked questions about Rickey Advisors

### 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.

## Version history (last 5 releases)

### 5.19.0 — 2025-05-29

- 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

### 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 — 2024-09-10

- 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 — 2024-04-10

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

### 5.5.3 — 2023-09-07

Bug fixes and performance enhancements.

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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 2026-06-25.*