Free

Details

  • Released
  • Updated
  • April 4, 2014
  • February 7, 2026

Features

WealthMark Mobile screenshot #1 for iPhone
WealthMark Mobile screenshot #2 for iPhone
WealthMark Mobile screenshot #3 for iPhone
WealthMark Mobile screenshot #4 for iPhone
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About

Access your financial account details, track performance, and view holdings and balances. Easily connect with your advisor for seamless communication and support.

View account information
Track performance
See holdings
Check balances
Contact advisor
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What's New in WealthMark Mobile

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

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User reviews

iOS 9 update

App just showing white screen after the iOS 9 update

FAQ

What can I do with WealthMark Mobile?

WealthMark Mobile allows you to view your account information, track your investment performance, check your holdings, and see your balances. You can also easily contact your financial advisor directly through the app.

Is WealthMark Mobile free to use?

Yes, WealthMark Mobile is available for free. There are no charges to download or use the core features of the application.

What devices does WealthMark Mobile support?

WealthMark Mobile is designed for iOS devices, including iPhone, iPad, and iPod. It is not currently available on Android.

How secure is WealthMark Mobile?

While specific security measures are not detailed, financial applications typically employ industry-standard security protocols to protect user data. It is always recommended to use strong, unique passwords and enable any available two-factor authentication.

How often is WealthMark Mobile updated?

The latest version, 5.22.1, was updated on February 7, 2026. This indicates the app is actively maintained, though the exact update frequency can vary.

What is the age rating for WealthMark Mobile?

WealthMark Mobile has an age rating of 4+. This means it is considered suitable for users of all ages, though its financial nature might be more relevant to adults.

Does WealthMark Mobile have ads?

No, WealthMark Mobile does not contain advertisements. As it is a free application, it provides an ad-free experience for users.

What is the user sentiment for WealthMark Mobile?

Based on the available data, WealthMark Mobile has a rating of 3.0 stars from 1 rating. This single rating suggests limited user feedback, making it difficult to gauge overall sentiment.