My WealthPlan Portal
Feltz WealthPLAN Finance iPhoneiPadiPod touch
My WealthPlan Portal is a free Finance app for iPhone and iPad by Feltz WealthPLAN. Rated 5.0/5 from 2 ratings. Requires iOS 15.6. Updated March 19, 2026.
- Rating
- 5.0
- 2 ratings
- Price
- Free
- on the App Store
- Size
- 61 MB
- Age 4+
- Updated
- Mar 19
- 2026 · v5.22.3
Screenshots
About My WealthPlan Portal
My WealthPlan app allows you to view account information, balances and statements
What’s new
Version 5.22.3 · Updated March 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, Feltz WealthPLAN, 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
Alternatives to My WealthPlan Portal
Looking for apps like My WealthPlan Portal? Here are 6 similar apps on the App Store.
-
MyWealthplan360
-
WorthPilot: Money Tracker
-
WealthPlan
-
SC&H Wealth
-
ForeCash-Financial Forecasting
-
Net Worth: Assets & Debts
| App | Rating | Price | Last updated | Compare |
|---|---|---|---|---|
| My WealthPlan Portal | 5.0 / 5 (2 ratings) | Free | March 19, 2026 | |
| MyWealthplan360 | – | Free | Jul 19, 2026 | Compare |
| WorthPilot: Money Tracker | – | Free | May 9, 2026 | Compare |
| WealthPlan | – | Free | Jan 31, 2026 | Compare |
| SC&H Wealth | – | Free | Oct 20, 2025 | Compare |
| ForeCash-Financial Forecasting | – | Free | Mar 26, 2026 | Compare |
| Net Worth: Assets & Debts | – | Free | Aug 19, 2026 | Compare |