Accel WM Mobile
Finance
Free · Designed for iPad. Not verified for macOS.
Access tools to manage your wealth and collaborate with your Accel Wealth Management Advisor.
Ratings & Reviews
- This app hasn’t received enough ratings or reviews to display an overview.
- Managed account Performance Details
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes
The developer, The Accel Group 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 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
- The Accel Group LLC
- Size
- 42.8 MB
- Category
- Finance
- Compatibility
Requires iOS 13.4 or later.
- iPhone
Requires iOS 13.4 or later. - iPad
Requires iPadOS 13.4 or later. - iPod touch
Requires iOS 13.4 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.
- iPhone
- Languages
- English
- Age Rating
4+
- 4+
- Copyright
- © 2024 Accel Wealth Management LLC