Free

Rating summary

Details

  • Released
  • Updated
  • February 23, 2023
  • February 7, 2026

Features

TradeWinds WM screenshot #1 for iPhone
TradeWinds WM screenshot #2 for iPhone
TradeWinds WM screenshot #3 for iPhone
TradeWinds WM screenshot #4 for iPhone
iphone
ipad
🖼️Get Icon
Icons↘︎

About

Welcome to the TradeWinds Wealth Management mobile app! This is the mobile version of our client portal and allows you to view account information, balances, reports, and easily contact your advisor.

What's New in TradeWinds WM

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

More