KWB Wealth

KWB WEALTH Finance iPhoneiPadiPod touch

KWB Wealth is a free Finance app for iPhone and iPad by KWB WEALTH. Rated 2.5/5 from 2 ratings. Requires iOS 13.4. Updated December 14, 2024.

Rating: 2.5; 2 ratings
Price: Free; on the App Store
Size: 41 MB; Age 4+
Updated: Dec 14; 2024 · v5.16.0

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About KWB Wealth

This mobile app allows you to view your KWB Wealth account balances and view your portfolio investments.

What’s new

Version 5.16.0 · Updated December 14, 2024

- Managed account Performance Details - Ability to add manual accounts to portal - Clients may now toggle to Orion related households - Orion Planning Retirement Details (Monte Carlo, Income & Assumptions) - Improved navigation to managed personal finances data - Adviser and firm custom disclosures available in footer - Document Vault improvements - Bug Fixes

App privacy

The developer, KWB WEALTH, 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

Used for: Analytics

Data Not Linked to You

The following data, which may be collected but is not linked to your identity, may be used for the following purposes:

Identifiers: Device ID
Diagnostics: Crash Data, Performance Data, Other Diagnostic Data

Used for: Analytics

App details

KWB Wealth is a free Finance app for iPhone, iPad and iPod touch, developed by KWB WEALTH. It is rated 2.5 out of 5 from 2 ratings on the App Store, requires iOS 13.4 or later and is 41 MB to download. It was first released on March 25, 2017 and last updated on December 14, 2024.

Category: Finance
Rating: 2.5 / 5 (2 ratings)
Price: Free
Version: 5.16.0
Size: 41 MB
Requires: iOS 13.4 or later
Compatibility: iPhone, iPad, iPod touch
Languages: English
Age rating: 4+
Released: March 25, 2017
Last updated: December 14, 2024
Developer: KWB WEALTH

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Looking for apps like KWB Wealth? Here are 6 similar apps on the App Store. The highest rated is Petersen Hastings Portal (5.0/5), and all 6 are free to download.

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