SkylineAdvisors

SkylineAdvisors

by Skyline Advisors

1 ratings
Free

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Details

  • Released
  • Updated
  • February 14, 2018
  • February 7, 2026

Features

SkylineAdvisors screenshot #1 for iPhone
SkylineAdvisors screenshot #2 for iPhone
SkylineAdvisors screenshot #3 for iPhone
SkylineAdvisors screenshot #4 for iPhone
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About

Manage your financial experience with a dedicated team. View accounts, holdings, and performance. Access reports, statements, and a document vault. Utilize financial planning tools and aggregate outside accounts for a comprehensive view.

View accounts, holdings, and balances
Configure account performance
Access Skyline reports and custodial statements
Document vault for uploads and downloads
Update financial profile
Financial planning tools
Aggregate outside accounts
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What's New in SkylineAdvisors

5.22.1

February 7, 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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FAQ

What can I do with SkylineAdvisors?

SkylineAdvisors allows you to view your accounts, holdings, and balances, configure account performance, and access Skyline reports and custodial statements. You can also use the document vault, update your financial profile, and utilize financial planning tools.

Is SkylineAdvisors free to use?

Yes, SkylineAdvisors is available for free. The app does not have any associated costs for download or usage.

What devices support SkylineAdvisors?

SkylineAdvisors is supported on iPhone, iPad, and iPod devices. It is designed for the Apple ecosystem.

How secure is SkylineAdvisors?

While specific security protocols are not detailed, financial apps typically employ robust encryption and security measures to protect user data. Users should always ensure they are using strong, unique passwords for their accounts.

Can I see statements from other institutions in SkylineAdvisors?

Yes, SkylineAdvisors allows you to view custodial statements from other institutions, such as Charles Schwab. It also supports aggregating outside accounts for a complete household financial statement.

How often is SkylineAdvisors updated?

The latest version of SkylineAdvisors is 5.22.1, last updated on February 7, 2026. This indicates a history of regular updates to improve functionality and reliability.

What is the age rating for SkylineAdvisors?

SkylineAdvisors has an age rating of 4+. This suggests it is suitable for a wide range of users, including younger individuals with parental guidance.

Does SkylineAdvisors have ads?

No, SkylineAdvisors does not contain advertisements. The app is free to use and does not display any ads to its users.