Archived App (Last seen on 13 May 2026)
This is an archived listing of the app previously available on the App Store.Although the app is no longer distributed by Apple, you can still view its description, screenshots, version history, ratings, and metadata for reference.
About
This Mobile App allows clients of Schneider Downs Wealth Management Advisors to view account balances and reports across custodians plus connect with your advisor.
What's New in Schneider Downs
5.22.1
February 6, 2026
- 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
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