OneVest 4+

One Wealth Technologies Inc

Designed for iPad

    • 5.0 • 14 Ratings
    • Free

Screenshots

Description

Invest your funds with portfolio managers that you can trust — all in one place.

The OneVest app enables you to seamlessly access your accounts and progress while a team of investment professionals ensure that you're on track to meet your goals.

When you setup your profile, you get a modern, sophisticated investing experience with a range of benefits and features, including the abilities to:

Create and manage your investment goals across different account types

Track your portfolio holdings

Manage contributions, withdrawals, and setup auto-deposits

Access analytics such as portfolio performance

View and update your personal information as needed

Access your digital statements, agreements, and tax documents

Keep your account safe with password-less login and multi-factor authentication



Learn more and contact us here: http://www.onevest.com/

What’s New

Version 1.2.4

Thanks for using OneVest! This version includes performance enhancements and bug fixes that will improve your wealth experience. Also, you now have the ability to view additional account types on the app

Ratings and Reviews

5.0 out of 5
14 Ratings

14 Ratings

Jmk111 ,

Easy to use and a step above the rest

I found the app super simple to sign up and use. I like their differentiation to manage wealth like the 1%.

Sillysabz ,

Impressive

User friendly app and experienced professionals.

App Privacy

The developer, One Wealth Technologies Inc, 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:

  • Financial Info
  • Contact Info

Data Not Linked to You

The following data may be collected but it is not linked to your identity:

  • Diagnostics

Privacy practices may vary, for example, based on the features you use or your age. Learn More

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