About
Access your investment accounts and stay updated on your portfolio performance from your mobile device. View account values, holdings, and important documents like statements and tax forms.
What's New in VestGen Wealth Partners
5.19.0
May 22, 2025
- 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
MoreFAQ
What can I do with VestGen Wealth Partners?
VestGen Wealth Partners allows you to view your individual account values and holdings, access your document vault for signed documents and report packages, and integrate custodial documents for statements and tax forms directly from your mobile device.
Is VestGen Wealth Partners free to use?
Yes, VestGen Wealth Partners is available for free download and use. There are no associated costs to access your investment accounts and financial documents through the app.
What devices does VestGen Wealth Partners support?
VestGen Wealth Partners is designed for mobile access and is supported on iPhone, iPad, and iPod devices.
How secure is VestGen Wealth Partners?
While specific security measures are not detailed in the description, financial apps typically employ robust security protocols to protect user data and account information. It is recommended to enable any available security features within the app.
How often is VestGen Wealth Partners updated?
The app was last updated on May 22, 2025, with version 5.19.0. This indicates regular updates are provided by the developer to ensure functionality and security.
What is the age rating for VestGen Wealth Partners?
VestGen Wealth Partners has an age rating of 4+, making it suitable for a wide range of users.
Does VestGen Wealth Partners have ads?
No, VestGen Wealth Partners does not contain advertisements. The app is free to use and does not display any ads.
Where can I find my account statements and tax documents?
You can access your account statements and tax documents through the 'document vault' feature within VestGen Wealth Partners. This includes integration of custodial documents for easy retrieval.
