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Screenshots

  • Ridgeline Wealth Advisors screenshot 1
  • Ridgeline Wealth Advisors screenshot 2
  • Ridgeline Wealth Advisors screenshot 3
  • Ridgeline Wealth Advisors screenshot 4

About Ridgeline Wealth Advisors

Client portal for clients of Ridgeline Wealth Advisors, LLC

What’s new

Version 5.22.1 · Updated February 6, 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, Ridgeline Wealth Advisors, LLC, 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, App Functionality

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

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