B.A. Schrock Financial

Finance

Free · Designed for iPad

B.A. Schrock Financial allows you to easily view your financial accounts in one convenient location, run customized reports and contact your financial advisor.

Ratings & Reviews

  • This app hasn’t received enough ratings or reviews to display an overview.

- Custom date selection for in-depth portfolio review - Users able to toggle between each version of their financial plan - Planning customers may review behavioral finance results from BeFi20 & PulseCheck - Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile! - Bug Fixes

Version 5.14.1

The developer, B.A. Schrock Wealth Management 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
    • Identifiers
    • Usage Data
    • Diagnostics

Privacy practices may vary, for example, based 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

  • Seller
    • B.A. Schrock Wealth Management Inc.
  • Size
    • 39.6 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.
  • Languages
    • English
  • Age Rating
    4+
  • Copyright
    • © 2024 B.A. Schrock Wealth Management Inc
  • Developer Website
  • Privacy Policy

    • You Might Also Like