WFP Client Portal 4+
Welch Financial Planning, LLC
Designed for iPad
-
- Free
Screenshots
Description
This mobile app allows you to view your accounts under WFP management, including balances, performance, transactions, statements and reports.
What’s New
Version 5.19.0
- Customized Personal Finances layout within Accounts tab
- Positions renamed to Allocation
- Performance return chevrons
- Repositioned date range calendar selection
- Linking outside accounts
- Minor UI changes and bug fixes
App Privacy
The developer, Welch Financial Planning, 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
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Information
- Seller
- Welch Financial Planning, LLC
- Size
- 55.8 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 15.6 or later.
- iPad
- Requires iPadOS 15.6 or later.
- iPod touch
- Requires iOS 15.6 or later.
- Mac
- Requires macOS 12.5 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 Welch Financial Planning, LLC
- Price
- Free