# Yes Wealth

> Secure mobile access to financial account information for existing clients. (iPhone/iPad app by S Capital Wealth Advisors, LLC.)

- Source: https://appshunter.io/ios/app/yes-wealth/id1478923309 (this page in markdown: same URL + `.md`)
- Developer: [S Capital Wealth Advisors, LLC](https://appshunter.io/developer/1478923308)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 15.6 · 61 MB
- Languages: American English
- Released: 2019-09-06
- Data updated: 2026-06-24
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/yes-wealth/id1478923309/reviews.md

## What is Yes Wealth?

This Mobile App, for current Yes Wealth clients, allows you to view account information and details securely from your mobile device.

## Key features

- Secure account viewing
- Account details access
- Mobile device compatibility
- Designed for current clients


## Frequently asked questions about Yes Wealth

### Is Yes Wealth free to download?

Yes, Yes Wealth is available for free download on iOS devices. There are no associated costs to acquire the application itself.

### What devices does Yes Wealth support?

Yes Wealth is compatible with iPhone, iPad, and iPod devices. It is designed to run on Apple's mobile operating system.

### How secure is Yes Wealth?

The app allows you to view account information and details securely from your mobile device. Specific security protocols are employed to protect client data.

### When was Yes Wealth last updated?

The latest version of Yes Wealth was updated on February 7, 2026. This indicates the app is actively maintained.

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

Yes Wealth has an age rating of 4+. This means it is suitable for users of all ages, with no specific restrictions.

### Does Yes Wealth have ads?

No, Yes Wealth does not contain advertisements. The app is ad-free, providing an uninterrupted user experience.

### What is the user rating for Yes Wealth?

Yes Wealth has a perfect rating of 5.0 stars based on one review. This suggests a highly positive initial user experience.

### Who developed Yes Wealth?

Yes Wealth was developed by S Capital Wealth Advisors, LLC. They are the provider of this financial management tool.

## 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

### 5.14.0 — 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

### 5.13.1 — 2024-05-28

- Bug fixes
- Clients will see their default landing page, MGP financial planning data information, and any transaction notes left by the advisor when logging into the mobile app
- Clients will now have the same experience in mobile as the web client portal
- Custom built video statements within the Document Vault are now accessible via mobile app
- Clients can now review their plan summary, goals, insurance policies, net worth, and cost basis of their positions

### 4.4.0 — 2023-04-19

Bug fixes and performance updates

### 4.1.0 — 2019-09-06

No release notes.

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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 2026-06-24.*