Archived App (Last seen on 20 Jun 2026)
This is an archived listing of the app previously available on the App Store.
Access your financial account details, performance, and balances. Read expert financial content and easily connect with your advisor team. Enjoy a user-friendly client portal with clear reports.
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
MoreWhitaker Wealth allows you to view your account information, performance, and balances. You can also read content from financial planners and easily contact your advisor team.
Yes, Whitaker Wealth is available for free download and use. There are no in-app purchases or advertisements mentioned in its description.
Whitaker Wealth is designed for iOS devices, including iPhone, iPad, and iPod. It is not currently listed as available for Android.
While the description emphasizes a user-friendly design and easy-to-understand reports, specific security protocols are not detailed. Users should ensure they are using strong passwords for their accounts.
The latest version is 5.22.1, and the app was last updated on February 7, 2026. This indicates a commitment to regular updates and maintenance.
Whitaker Wealth has an age rating of 4+, making it suitable for users of all ages. This suggests content is generally appropriate for a broad audience.
Based on the description, users are likely to appreciate the great design and easy-to-understand reports within the client portal, as well as the convenience of accessing account information and contacting advisors.
The app is designed as a client portal for Whitaker-Myers Wealth Managers. It focuses on accessing information related to accounts managed by this specific firm, rather than aggregating data from multiple institutions.
