SkylineAdvisors
Finance
Free · Designed for iPad. Not verified for macOS.
Skyline Advisors mobile app is a portal to your experience with our team.
-You can view accounts, holdings and balances.
-View and configure account performance.
-View and receive Skyline reports
-View custodial statements from others, such as Charles Schwab
-Access a document vault to upload and download pertinent documents
-Access and update your financial profile
-Interact with financial planning tools
-Aggregate outside accounts for a complete Household financial statement
-View a Skyline Advisors newsfeed
-And much more!
Ratings & Reviews
- 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
The developer, Skyline Advisors, 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
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- Skyline Advisors, Inc.
- Size
- 63.6 MB
- Category
- Finance
- Compatibility
Requires iOS 15.6 or later.
- iPhone
Requires iOS 15.6 or later. - iPad
Requires iPadOS 15.6 or later. - iPod touch
Requires iOS 15.6 or later. - Mac
Requires macOS 12.5 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- iPhone
- Languages
- English
- Age Rating
4+
- 4+
- Copyright
- © 2026 Skyline Advisors, Inc.