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This mobile app allows you to access your Shelter Wealth Strategies account and financial planning tools. You must be a registered client to log in and access our tools.
What's New in Shelter Wealth Strategies
5.22.1
February 2, 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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