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Screenshots

  • My WealthPlan Portal screenshot 1
  • My WealthPlan Portal screenshot 2
  • My WealthPlan Portal screenshot 3
  • My WealthPlan Portal screenshot 4

About My WealthPlan Portal

My WealthPlan app allows you to view account information, balances and statements

What’s new

Version 5.23.0 · Updated July 20, 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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