# SkylineAdvisors

> Financial management portal for viewing accounts, performance, reports, and planning tools. (iPhone/iPad app by Skyline Advisors.)

- Source: https://appshunter.io/ios/app/skylineadvisors/id1348325691 (this page in markdown: same URL + `.md`)
- Developer: [Skyline Advisors](https://appshunter.io/developer/1348325690)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 15.6 · 61 MB
- Languages: American English
- Released: 2018-02-14
- Data updated: 2026-07-04
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/skylineadvisors/id1348325691/reviews.md

## What is SkylineAdvisors?

Skyline Advisors mobile app is a portal to your experience with our team. 
 -You can view accounts, holdings and balances. 
 -View and configure account performance. 
 -View and receive Skyline reports 
 -View custodial statements from others, such as Charles Schwab 
 -Access a document vault to upload and download pertinent documents 
 -Access and update your financial profile 
 -Interact with financial planning tools 
 -Aggregate outside accounts for a complete Household financial statement 
 -View a Skyline Advisors newsfeed 
 -And much more!

## Key features

- 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


## Frequently asked questions about SkylineAdvisors

### 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.

## Version history (last 5 releases)

### 5.22.1 — 2026-02-07

- 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

### 5.19.0 — 2025-05-29

- Customized Personal Finances layout within Accounts tab
- Positions renamed to Allocation
- Performance return chevrons
- Repositioned date range calendar selection
- Linking outside accounts
- Minor UI changes and bug fixes

### 5.17.1 — 2025-04-09

New images

### 5.17.0 — 2025-01-27

- Managed account Performance Details
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes

### 5.14.0 — 2024-09-12

- Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes

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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 2026-07-04.*