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Screenshots

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About TW Digital

The official application to connect smart devices to your TradeWinds Client Portal. View portfolio balances and holdings, check performance, review goals, and more. Stay connected with commentary, and news feeds, as well as easily contact a TradeWinds representative.

What’s new

Version 5.14.0 · Updated September 11, 2024

- Custom date selection for in-depth portfolio review - Users able to toggle between each version of their financial plan - Planning customers may review behavioral finance results from BeFi20 & PulseCheck - Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile! - Bug Fixes

App privacy

The developer, TradeWinds, 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

Alternatives to TW Digital

Looking for apps like TW Digital? Here are 6 similar apps on the App Store. The highest rated is Prime Capital Financial (5.0/5), and all 6 are free to download.

TW Digital vs. alternatives
App Rating Price Last updated Compare
TW Digital 5.0 / 5 (2 ratings) Free September 11, 2024
TradeWinds WM – Free Feb 7, 2026 Compare
SureBanker – Free Feb 14, 2026 Compare
Firmus Mobile – Free Feb 10, 2025 Compare
Prime Capital Financial 5.0 / 5 (3) Free Sep 17, 2026 Compare
MCS Bank Mobile 4.7 / 5 (234) Free Jun 10, 2026 Compare
IPOs Stocks Investing Scan 4.5 / 5 (15) Free Jul 2, 2026 Compare

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