# Sequoia Connect

> Sequoia Connect (iPhone/iPad app by Sequoia Financial Advisors, LLC.)

- Source: https://appshunter.io/ios/app/sequoia-connect/id6470817000 (this page in markdown: same URL + `.md`)
- Developer: [Sequoia Financial Advisors, LLC](https://appshunter.io/developer/760993920)
- Category: Finance
- Price: Free
- Age rating: 4+
- Requires: iOS 15.1 · 38 MB
- Languages: American English
- Released: 2023-10-31
- Data updated: 2026-07-08
- User reviews in markdown: https://appshunter.io/ios/app/sequoia-connect/id6470817000/reviews.md

## What is Sequoia Connect?

This app provides an intuitive financial dashboard of your finances, document vault, interactive reports, budgeting tools and more – all in a secure and easy to use mobile app.

TOP FEATURES
• Interactive dashboard showing your complete financial picture.
• Dynamic reports with current investment information.
• Balance sheet with linked account reporting to view all your assets in one place.
• Document vault for securely viewing files from your wealth advisor.
• Advisor access to your personalized reporting.
• And more!


## Version history (last 5 releases)

### 10.4.0 — 2025-11-25

Bug fixes and enhancements

### 10.3.0 — 2025-11-19

Bug fixes and enhancements

### 9.0.0 — 2025-08-23

Bug fixes and enhancements

### 7.5.0 — 2025-05-14

Bug fixes and enhancements

### 6.1.0 — 2025-04-01

Bug fixes and enhancements

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## Related topics

[sequoia mobile app](https://appshunter.io/ios/topics/sequoia-mobile-app) · [sequoia](https://appshunter.io/ios/topics/sequoia) · [sequoia mobile](https://appshunter.io/ios/topics/sequoia-mobile)

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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 2026-07-08.*