# Wealth Access Mobile

> Digital platform for viewing personal balance sheets and financial accounts. (iPhone/iPad app by Wealth Access.)

- Source: https://appshunter.io/ios/app/wealth-access-mobile/id1079917692 (this page in markdown: same URL + `.md`)
- Developer: [Wealth Access](https://appshunter.io/developer/1079917691)
- Category: Finance
- Price: Free
- Rating: 3.00/5 from 2 App Store ratings · 2 written reviews indexed
- Age rating: 4+
- Requires: iOS 14.0 · 1 MB
- Languages: American English
- Released: 2016-04-02
- Data updated: 2026-06-01
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/wealth-access-mobile/id1079917692/reviews.md

## What is Wealth Access Mobile?

From Wealth Access, Inc., the most popular digital platform ranked #1 Online Advice Solution in the 2015 Financial Planning Technology Survey: Provides a clear, complete and simple way for you to view your personal balance sheet from anywhere at anytime. See the most recent trades and transactions on your accounts, current portfolio holdings as well as leverage the ability to update your information on the go.  The Wealth Access dashboard provides data updated daily to track trends and manage your cash flow.
 
Wealth Access' Intelligent Aggregation links to over 20,000 different institutions through multi-tiered data sources, providing a complete data aggregation engine with the power to bring in all of your assets and liabilities into one secure platform.
 
Wealth Access’ permissions based technology makes it easy to share info with advisors. By working with your advisor you can ensure that you’re always tracking your financial goals. Have real time conversations with your advisor to manage your financial life.  
 
IT’S EASY TO GET STARTED
Wealth Access is available by contacting your wealth advisor today.
Wealth Access automatically organizes all of your balance sheet and organizes your expenses.
 
KEY WEALTH ACCESS FEATURES: 
 
Wealth Access is the industry’s leading PFM designed for high net worth clients that includes: 
 
View entire portfolio in real time
Simplified reporting and access
Accessible from anywhere
Client service team to assist in aggregation set-up and onboarding
Multi-generational wealth views
Fully integrated with the industry’s leading financial planning systems
Ability to store financial documents in a secure, digital vault
Shareable with Bankers, Accountants, Lawyers and Family Members
 
Please note that Wealth Access currently connects to US and international financial institutions.  All reporting will be reported in local currencies.

## Key features

- 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

## Recent user reviews (2 of 2)

All indexed reviews: https://appshunter.io/ios/app/wealth-access-mobile/id1079917692/reviews.md

### 1/5 — Doesn't work

*2017-06-07, version 2.0.1*

Says to contact support to enable app. Click on support button and nothing happens. Worthless.

### 5/5 — Great app, would highly recommend

*2016-08-15, version 1.0*

Wonderful

## Frequently asked questions about Wealth Access Mobile

### 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.

## Version history (last 5 releases)

### 2.3.1 — 2021-10-18

Bug fixes.

### 2.3 — 2021-10-15

Bug fixes and enhancements.

### 2.2 — 2020-05-16

bug fixes + performance enhancements

### 2.1.0 — 2017-12-08

Fingerprint + Face Id Authentication (Log in and select remember me)
iPhone X compatibility
Improve ability to open documents

### 2.0.1 — 2017-01-31

In this release, we upgraded the App to provide a better user experience that is consistent in functionality and look and feel with the web version.
- You can now customize your dashboard to see the information that is most important to you.
- Vastly improved account addition process.
- Increased functionality and ways to view your wealth.
- Look and feel is now consistent with with web version.
- Tablet App is optimized for the table.
- Includes performance optimization and bug fixes.

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## More apps by Wealth Access

- [LMB Wealth Access](https://appshunter.io/ios/app/lmb-wealth-access/id1131765618)
- [INTRUST Wealth](https://appshunter.io/ios/app/intrust-wealth/id1136367456)
- [The Trust Company of Tennessee](https://appshunter.io/ios/app/the-trust-company-of-tennessee/id1139760986)
- [Avalon Advisors](https://appshunter.io/ios/app/avalon-advisors/id1210156375)
- [TCV Trust & Wealth Management](https://appshunter.io/ios/app/tcv-trust-and-wealth-management/id1245859514)

All apps by Wealth Access: https://appshunter.io/developer/1079917691

## Related topics

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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 2026-06-01.*