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HBKS Wealth

HBKS Wealth Finance

HBKS Wealth Advisors client portal mobile app.

Downloads
33+
on Google Play
Price
Free
No in-app purchases
Updated
Jul 18
2026 · v5.23.0
Get it onGoogle Play See alternatives

Screenshots

  • HBKS Wealth screenshot 1
  • HBKS Wealth screenshot 2

About HBKS Wealth

This app provides an intuitive financial dashboard of your finances, document vault, interactive reports, budgeting tools and more – all in a secure and easy to use mobile app.

TOP FEATURES
• Interactive dashboard showing you your complete financial picture.
• Dynamic reports with current investment information.
• Document vault for securely viewing files from your wealth advisor.
• And more!

What’s new

Version 5.23.0 · Updated July 18, 2026

- Transactions changing to activity tab for managed accounts - Positions changing to allocation tab for managed accounts - Household info section in settings - Biometrics improvement - Performance bar chart - Net worth legend and portfolio graph optimization - Bug fixes

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