First Oak Wealth Management
Finance
Free
First Oak Wealth Management Mobile phone application enables authorized First Oak clients to access portfolio data in a simple, elegant interface.
Requirements: You need to be a First Oak user that has been authorized for the phone application. If you would like to request access, please contact your First Oak primary contact.
Ratings & Reviews
• To-Do items are now named Tasks
• Performance Improvements
• Bug Fixes
The developer, First Oak Wealth Management 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 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
- Identifiers
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- First Oak Wealth Management LLC
- Size
- 147.6 MB
- Category
- Finance
- Compatibility
Requires iOS 15.5 or later.
- iPhone
Requires iOS 15.5 or later. - iPad
Requires iPadOS 15.5 or later. - iPod touch
Requires iOS 15.5 or later.
- iPhone
- Languages
- English
- Age Rating
4+
- 4+
- Contains
Messaging and Chat
- Copyright
- © Black Diamond Wealth Platform