# Whitaker Wealth

> Mobile client portal for viewing financial accounts, performance, and contacting advisors. (iPhone/iPad app by Whitaker-Myers Wealth Managers, Ltd..)

- Source: https://appshunter.io/ios/app/whitaker-wealth/id6450061299 (this page in markdown: same URL + `.md`)
- Developer: [Whitaker-Myers Wealth Managers, Ltd.](https://appshunter.io/developer/1691775659)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 2 App Store ratings · 1 written reviews indexed
- Age rating: 4+
- Requires: iOS 15.6 · 61 MB
- Languages: American English
- Released: 2023-06-11
- Data updated: 2026-06-20
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/whitaker-wealth/id6450061299/reviews.md

## What is Whitaker Wealth?

This mobile app will allow you to view your account information, performance, balances, read the latest content written by our team of Financial Planners and Financial Coaches, along with access to easily contact your Advisor Team and their support staff. You'll love the great design and easy to understand reports within your client portal. If you're a client of Whitaker-Myers Wealth Managers download the app today!

## Key features

- View account information
- Track performance and balances
- Read financial planning content
- Contact advisor team
- Access client portal
- Understandable reports

## Recent user reviews (1 of 1)

All indexed reviews: https://appshunter.io/ios/app/whitaker-wealth/id6450061299/reviews.md

### 5/5 — Clean look, great information and exciting to watch my account

*2023-06-11*

I really enjoy the fresh, clean look this portal gives me of my finances. In addition, it has given me an online location to keep my Legacy Drawer. Dave Ramsey would be proud of me and this app!

## Frequently asked questions about Whitaker Wealth

### What can I do with Whitaker Wealth?

Whitaker 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.

### Is Whitaker Wealth free to use?

Yes, Whitaker Wealth is available for free download and use. There are no in-app purchases or advertisements mentioned in its description.

### What devices support Whitaker Wealth?

Whitaker Wealth is designed for iOS devices, including iPhone, iPad, and iPod. It is not currently listed as available for Android.

### How secure is my financial data with Whitaker Wealth?

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.

### How often is Whitaker Wealth updated?

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.

### What is the age rating for Whitaker Wealth?

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.

### What do users like about Whitaker Wealth?

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.

### Can I manage multiple financial institutions within Whitaker Wealth?

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.

## Version history (last 5 releases)

### 5.22.1 — 2026-02-07

- 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

### 5.16.0 — 2024-12-15

- Managed account Performance Details
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes

### 5.14.0 — 2024-09-11

- Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes

### 5.9.0 — 2024-04-11

- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature

### 5.5.2 — 2023-09-05

General security updates and bug fixes

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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 2026-06-20.*