# Tradition Wealth Management

> Mobile app for viewing account information and contacting financial advisors. (iPhone/iPad app by Tradition Wealth Management, LLC.)

- Source: https://appshunter.io/ios/app/tradition-wealth-management/id6514329608 (this page in markdown: same URL + `.md`)
- Developer: [Tradition Wealth Management, LLC](https://appshunter.io/developer/1755794094)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 13.4 · 37 MB
- Languages: English
- Released: 2024-07-08
- Data updated: 2026-09-07
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/tradition-wealth-management/id6514329608/reviews.md

## What is Tradition Wealth Management?

This Mobile App allows you to view account information, balances and easily contact your advisor.

## Key features

- View account information
- Check balances
- Contact advisor
- Secure access


## Frequently asked questions about Tradition Wealth Management

### What is Tradition Wealth Management used for?

Tradition Wealth Management is a mobile application designed for users to view their account information and balances. It also facilitates easy communication with their financial advisor.

### Is Tradition Wealth Management free to use?

Yes, Tradition Wealth Management is available for free download and use. There are no associated costs to access its core features.

### What devices does Tradition Wealth Management support?

Tradition Wealth Management is compatible with iPhone, iPad, and iPod devices. It is designed for the iOS ecosystem.

### How secure is Tradition Wealth Management?

While specific security measures are not detailed, financial management apps typically employ industry-standard security protocols to protect user data and account information. Users should always ensure they are using a secure network.

### How often is Tradition Wealth Management updated?

The app was last updated on September 7, 2024, with version 5.14.0. This indicates a commitment to regular updates and maintenance by the developer.

### What is the user rating for Tradition Wealth Management?

Tradition Wealth Management has received an excellent rating of 5.0 stars from one user review. This suggests a very positive initial user experience.

### Does Tradition Wealth Management have ads?

No, Tradition Wealth Management does not contain advertisements. It is a completely ad-free experience for users.

## Version history (last 2 releases)

### 5.14.0 — 2024-09-07

- 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

### 5.13.2 — 2024-07-09

No release notes.

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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 2026-09-07.*