Wealth Personal 4+
Wealth Personal
Designed for iPad
-
- Free
Screenshots
Description
This mobile app allows you to quickly access your investment accounts at the touch of a button, wherever you might be. From your client dashboard, you can easily view your balances, holdings, account information, as well as contact your advisor.
What’s New
Version 5.9.0
- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature
App Privacy
The developer, Wealth Personal, 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
Privacy practices may vary based on, for example, the features you use or your age. Learn More
Information
- Provider
- Financial Planning Consultants of Northern Michigan, Inc.
- Size
- 35.6 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 13.0 or later.
- iPad
- Requires iPadOS 13.0 or later.
- iPod touch
- Requires iOS 13.0 or later.
- Mac
- Requires macOS 11.0 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
- © 2024 Financial Planning Consultants of Northern Michigan, Inc. dba Wealth Personal
- Price
- Free