TL Wealth

TL Wealth

by TL Private Wealth LLC

1 ratings
Free

Rating summary
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Details

  • Released
  • Updated
  • August 2, 2018
  • February 10, 2026

Features

TL Wealth screenshot #1 for iPhone
TL Wealth screenshot #2 for iPhone
TL Wealth screenshot #3 for iPhone
TL Wealth screenshot #4 for iPhone
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About

Access your portfolio values, holdings, and performance details on the go. This app provides a convenient way for clients to stay informed about their financial investments.

Portfolio value access
View holdings
Performance details
Client investment tracking
Show original description

What's New in TL Wealth

5.22.1

February 10, 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 see in the TL Wealth app?

The TL Wealth app allows you to view your portfolio values, detailed holdings, and performance metrics. It provides a comprehensive overview of your investments.

Is the TL Wealth app secure for my financial data?

While specific security protocols are not detailed, financial apps typically employ industry-standard encryption and security measures to protect client data. It is recommended to use strong, unique passwords.

What devices does the TL Wealth app support?

The TL Wealth app is available for iPhone, iPad, and iPod devices. It is designed for iOS users.

How often is the TL Wealth app updated?

The app was last updated on February 10, 2026, indicating regular maintenance and potential feature additions. The latest version is 5.22.1.

What is the age rating for the TL Wealth app?

The TL Wealth app has an age rating of 4+, making it suitable for a wide range of users. This rating suggests minimal content restrictions.

Does TL Wealth offer a free trial?

The TL Wealth app is available for free, so there is no trial period required. You can download and use it without any initial cost.

What are the benefits of using TL Wealth for managing my finances?

The primary benefit is convenient mobile access to your portfolio's current value, holdings, and performance. This allows for easy monitoring of your investments anytime, anywhere.

Can I link my bank accounts to the TL Wealth app?

The provided description focuses on accessing portfolio data. It does not mention the ability to link external bank accounts for transaction management or aggregation.