# RZH Advisors

> RZH Advisors (iPhone/iPad app by RZH Advisors LLC.)

- Source: https://appshunter.io/ios/app/rzh-advisors/id1269571530 (this page in markdown: same URL + `.md`)
- Developer: [RZH Advisors LLC](https://appshunter.io/developer/1269571529)
- Category: Finance, Business
- Price: Free
- Age rating: 4+
- Requires: iOS 15.6 · 61 MB
- Languages: American English
- Released: 2017-08-10
- Data updated: 2026-02-07
- User reviews in markdown: https://appshunter.io/ios/app/rzh-advisors/id1269571530/reviews.md

## What is RZH Advisors?

The RZH Mobile App allows you to view account information, balances and easily contact your advisor. You can also add external accounts to view Net Worth and easily access your Fidelity custodial statements in the Document Vault.


## Version history (last 5 releases)

### 5.22.1 — 2026-02-06

- Transactions changing to activity tab for managed accounts
- Positions changing to allocation tab for managed accounts
- Household info section in settings
- Biometrics improvement
- Performance bar chart
- Net worth legend and portfolio graph optimization
- Bug fixes

### 5.16.0 — 2024-12-13

- 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 — 2024-04-09

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

### 5.5.2 — 2023-09-07

Bug fixes and performance updates

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## Related topics

[rzh advisors](https://appshunter.io/ios/topics/rzh-advisors)

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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 2026-02-07.*