Rickey Advisors 4+

Leonard Rickey Investment Advisors, PLLC

Designed for iPad

    • Free



The Rickey Advisors app allows you to track your investments, access key reports, stay up to date on your financial plan and goals, and connect with your planner all through the app. You can see all your accounts in one place to keep you on your best path forward.

Features Include:

View your portfolio holdings and asset allocation

Track your balance and account performance

Link your outside accounts and bank accounts to see your total financial picture in one place

Securely store and share documents with your advisor

Access your financial plan and track the progress toward your goals

Run “what-if” scenarios to see how different decision affect your plan

Access key reports on demand including transaction history, tax statements, monthly and quarterly statements

Access the news feed from your advisor to stay up to date

Connect with your advisor through the app

What’s New

Version 5.4.0

Bug fixes and performance updates

App Privacy

The developer, Leonard Rickey Investment Advisors, PLLC, 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, for example, based on the features you use or your age. Learn More

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