Rickey Advisors
Finance
Free · Designed for iPad. Not verified for macOS.
The Rickey Advisors app allows you to track your investments, access key reports, stay up to date on your financial plan and goals, and connect with your planner all through the app. You can see all your accounts in one place to keep you on your best path forward.
Features Include:
View your portfolio holdings and asset allocation
Track your balance and account performance
Link your outside accounts and bank accounts to see your total financial picture in one place
Securely store and share documents with your advisor
Access your financial plan and track the progress toward your goals
Run “what-if” scenarios to see how different decision affect your plan
Access key reports on demand including transaction history, tax statements, monthly and quarterly statements
Access the news feed from your advisor to stay up to date
Connect with your advisor through the app
Ratings & Reviews
- Customized Personal Finances layout within Accounts tab
- Positions renamed to Allocation
- Performance return chevrons
- Repositioned date range calendar selection
- Linking outside accounts
- Minor UI changes and bug fixes
The developer, Leonard Rickey Investment Advisors, PLLC, 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
- Leonard Rickey Investment Advisors, PLLC
- Size
- 55.6 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
- © 2025 Leonard Rickey Investment Advisors P.L.L.C