About
Access your account details, balances, and recent transactions on the go. Easily connect with your financial advisor and view all content they share.
What's New in United Asset
5.14.0
September 7, 2024
- 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
MoreFAQ
What financial information can I view with United Asset?
United Asset allows you to view your account information, current balances, and a history of your recent transactions directly within the app.
How does United Asset help me connect with my advisor?
You can easily contact your financial advisor through the app and access all content that your advisor has posted, keeping you informed.
Is United Asset secure for my financial data?
While specific security measures are not detailed, the app is designed for finance management, implying a focus on data protection. It is rated 4+ for age appropriateness.
What devices is United Asset available on?
United Asset is available for iPhone, iPad, and iPod devices, making it accessible for most Apple users.
How often is United Asset updated?
The app was last updated on September 7, 2024, with version 5.14.0, indicating regular maintenance and feature improvements.
What is the user sentiment for United Asset?
Based on available data, users have a highly positive sentiment, reflected in its perfect 5.0-star rating from one review.
Does United Asset have ads?
No, United Asset does not contain advertisements, providing an uninterrupted user experience.
What are the costs associated with United Asset?
United Asset is available for free, with no upfront cost to download or use the application.
