Sequoia Connect

Finance

Only for iPhone

Free · Designed for iPhone

iPhone

This app provides an intuitive financial dashboard of your finances, document vault, interactive reports, budgeting tools and more – all in a secure and easy to use mobile app. TOP FEATURES • Interactive dashboard showing your complete financial picture. • Dynamic reports with current investment information. • Balance sheet with linked account reporting to view all your assets in one place. • Document vault for securely viewing files from your wealth advisor. • Advisor access to your personalized reporting. • And more!

Ratings & Reviews

  • This app has not received enough ratings or reviews to display an overview.

Bug fixes and enhancements

Version 10.4.0

The developer, Sequoia Financial Advisors, 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 Not Collected

    The developer does not collect any data from this app.

    Privacy practices may vary based, for example, 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

    Information

    • Provider
      • Sequoia Financial Group, LLC
    • Size
      • 40 MB
    • Category
      • Finance
    • Compatibility
      Requires iOS 15.1 or later.
      • iPhone
        Requires iOS 15.1 or later.
      • iPod touch
        Requires iOS 15.1 or later.
      • Mac
        Requires macOS 12.0 or later and a Mac with Apple M1 chip or later.
      • Apple Vision
        Requires visionOS 1.0 or later.
    • Languages
      • English
    • Age Rating
      4+
    • Copyright
      • © 2025 Envestnet Financial Technologies
  • Developer Website
  • Privacy Policy

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