About
Access your financial account details, including valuation, performance, and reports. This app is designed exclusively for authorized clients to view their financial information on mobile devices.
What's New in Waverly Advisors
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
MoreFAQ
Is Waverly Advisors free to use?
Yes, Waverly Advisors is available for free. It is exclusively for Waverly Advisors' clients and does not require any payment to download or use its features.
What financial information can I see in Waverly Advisors?
Waverly Advisors allows you to view your account valuation, performance metrics, and detailed reporting information directly on your mobile device.
Is Waverly Advisors secure for my financial data?
While specific security measures are not detailed, the app is developed by Waverly Advisors, LLC, and is designed for authorized clients to access sensitive financial information.
What devices are supported by Waverly Advisors?
Waverly Advisors is compatible with iPhone, iPad, and iPod devices, offering a mobile-optimized experience for managing your accounts.
How often is Waverly Advisors updated?
The latest version of Waverly Advisors is 5.22.1, and it was last updated on February 7, 2026, indicating regular maintenance and updates.
What is the age rating for Waverly Advisors?
Waverly Advisors has an age rating of 4+, making it suitable for users of all ages who are clients of Waverly Advisors.
Does Waverly Advisors have ads?
No, Waverly Advisors does not contain advertisements. As a client-exclusive application, it focuses on providing a streamlined financial management experience without interruptions.
Can I link external financial institutions to Waverly Advisors?
The provided information indicates that Waverly Advisors is for viewing account information specific to Waverly Advisors' clients. It does not mention the ability to link external financial institutions.
