Screenshots

Description

This mobile app allows you to view your account information, balances and the performance of your portfolio at OneWealth. With a user-friendly interface, you can monitor your investments, track asset allocation, and analyze your portfolio's historical performance with ease.

What’s New

Version 5.14.1

- 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

App Privacy

The developer, One Wealth Management Investment and Advisory Services LLC, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Linked to You

The following data may be collected and linked to your identity:

  • Usage Data

Data Not Linked to You

The following data may be collected but it is not linked to your identity:

  • Identifiers
  • Diagnostics

Privacy practices may vary based on, for example, the features you use or your age. Learn More

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