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About Avantax Advised

Use the client portal to retrieve your Avantax Planning Partners statements and provide data on your account, such as holdings, activity, and performance. You will receive an email each quarter from Avantax when your electronic statement is available.

What’s new

Version 5.23.0 · Updated July 19, 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

App privacy

The developer, Honkamp Krueger Financial Services, Inc., reported these privacy practices to Apple.

Data Linked to You

The following data, which may be collected and linked to your identity, may be used for the following purposes:

  • Usage Data: Product Interaction
  • Financial Info: Other Financial Info
  • Contact Info: Email Address
  • Identifiers: User ID, Device ID
  • Diagnostics: Crash Data, Performance Data

Used for: Product Personalization, App Functionality, Other Purposes

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