About
Manage your finances with an intuitive dashboard, secure document vault, and interactive reports. Track assets, view investment information, and access personalized reporting from your wealth advisor.
What's New in Sequoia Connect
10.4.0
November 25, 2025
Bug fixes and enhancements
FAQ
What is Sequoia Connect?
Sequoia Connect is a free mobile application designed to provide an intuitive financial dashboard, a secure document vault, and interactive reports for managing your finances.
Is Sequoia Connect secure?
Yes, the app is designed to be secure and includes a document vault for securely viewing files from your wealth advisor, ensuring your financial information is protected.
What kind of financial information can I see in Sequoia Connect?
You can view your complete financial picture through an interactive dashboard, dynamic reports with current investment information, and a balance sheet with linked account reporting to see all your assets.
Can I access my advisor's reports through Sequoia Connect?
Yes, the app offers advisor access to your personalized reporting and a secure document vault for viewing files directly from your wealth advisor.
What devices does Sequoia Connect support?
Sequoia Connect is available for iPhone and iPod devices.
How often is Sequoia Connect updated?
The latest version is 10.4.0, and the app was last updated on November 25, 2025, indicating regular updates.
What is the age rating for Sequoia Connect?
Sequoia Connect has an age rating of 4+, making it suitable for a wide range of users.
Does Sequoia Connect have ads?
No, Sequoia Connect does not contain advertisements.
