Weston Banks Client Portal
Finance
Free · Designed for iPad. Not verified for macOS.
The Weston Banks Wealth Partners app enables clients to access portfolio data in a simple, elegant interface.
Requirements: You must be an authorized user for the application. If you would like to request access, please contact your Weston Banks Wealth Partners financial team.
Securities and Advisory Services offered through Prospera Financial Services, Inc. | Member FINRA, SIPC
Ratings & Reviews
• To-Do items are now named Tasks
• Performance Improvements
• Bug Fixes
The developer, Weston Banks & Company, 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:
- Contact Info
- Identifiers
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- Weston Banks & Company, LLC
- Size
- 147.9 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. - Mac
Requires macOS 12.4 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+
- Contains
Messaging and Chat
- Copyright
- © Black Diamond Wealth Platform