Beacon Harbor

Beacon Harbor Wealth Advisors, Inc. Finance iPhoneiPadiPod touch

Beacon Harbor is a free Finance app for iPhone and iPad by Beacon Harbor Wealth Advisors, Inc. Requires iOS 15.6. Updated February 5, 2026.

Price: Free; on the App Store
Size: 61 MB; Age 4+
Updated: Feb 5; 2026 · v5.22.1

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About Beacon Harbor

Client Portal for Clients of Beacon Harbor Wealth Advisors. This Mobile App allows you to view account information, check balances and asset allocation, review performance data, and easily work with your Wealth Advisor to help guide, grow, and protect your wealth. Through goal-based investing we add value by assisting our clients secure the life they want to live, guiding them through various types of life events and market environments.

What’s new

Version 5.22.1 · Updated February 5, 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, Beacon Harbor Wealth Advisors, 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

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

Beacon Harbor is a free Finance app for iPhone, iPad and iPod touch, developed by Beacon Harbor Wealth Advisors, Inc. It requires iOS 15.6 or later and is 61 MB to download. It was first released on October 2, 2019 and last updated on February 5, 2026.

Category: Finance
Price: Free
Version: 5.22.1
Size: 61 MB
Requires: iOS 15.6 or later
Compatibility: iPhone, iPad, iPod touch
Languages: English
Age rating: 4+
Released: October 2, 2019
Last updated: February 5, 2026
Developer: Beacon Harbor Wealth Advisors, Inc.

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