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Screenshots

  • Yes Wealth screenshot 1
  • Yes Wealth screenshot 2
  • Yes Wealth screenshot 3
  • Yes Wealth screenshot 4

About Yes Wealth

This Mobile App, for current Yes Wealth clients, allows you to view account information and details securely from your mobile device.

What’s new

Version 5.22.1 · Updated February 7, 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, S Capital 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

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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