Welcome to the Tolleson Wealth Management’s mobile application where users have access to their portfolio data in a simple, elegant interface. Users of this app must first contact their advisor for login credentials.
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• Home supports new Total Value settings
• Support for new Report notification types
• Performance enhancements
Version 1.99
The developer, Tolleson Management LP, 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 Used to Track You
The following data may be used to track you across apps and websites owned by other companies:
Usage Data
Data Linked to You
The following data may be collected and linked to your identity:
Financial Info
Contact Info
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More