Doesn't work
Says to contact support to enable app. Click on support button and nothing happens. Worthless.
Great app, would highly recommend
Wonderful
Free
About
Access your complete personal balance sheet and financial accounts from anywhere. Track recent trades, view portfolio holdings, and update information on the go. This platform aggregates data from over 20,000 institutions for a comprehensive financial overview.
✓View personal balance sheet
✓Track trades and transactions
✓Access portfolio holdings
✓Update financial information
✓Aggregate data from 20,000+ institutions
✓Secure digital document vault
✓Shareable with advisors and family
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What's New in Wealth Access Mobile
2.3.1
October 18, 2021
Bug fixes.
User reviews
Developer apps
FAQ
What is Wealth Access Mobile?
Wealth Access Mobile is a digital platform designed to provide users with a clear, complete, and simple way to view their personal balance sheet and financial accounts from anywhere, anytime. It aggregates data from over 20,000 institutions.
How secure is Wealth Access Mobile?
The platform utilizes permissions-based technology to make sharing information with advisors easy and secure. It also offers a secure, digital vault for storing financial documents.
What financial institutions does Wealth Access Mobile connect to?
Wealth Access Mobile connects to over 20,000 US and international financial institutions, providing a comprehensive data aggregation engine for all your assets and liabilities.
Can I see my portfolio holdings in real time with Wealth Access Mobile?
Yes, Wealth Access Mobile allows you to view your entire portfolio in real time. The dashboard provides data updated daily to help you track trends and manage your cash flow.
How do I get started with Wealth Access Mobile?
Getting started with Wealth Access Mobile is easy. You can contact your wealth advisor today to begin using the platform. A client service team is available to assist with aggregation setup and onboarding.
Does Wealth Access Mobile have ads?
No, Wealth Access Mobile does not contain advertisements. It is a free application focused on providing financial management tools without interruptions.
What devices support Wealth Access Mobile?
Wealth Access Mobile is supported on iPhone, iPad, and iPod devices. It is designed for accessibility across Apple's mobile ecosystem.
How often is Wealth Access Mobile updated?
The latest version of Wealth Access Mobile is 2.3.1, which was last updated on October 18, 2021. This indicates a history of updates to maintain functionality and security.
