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Screenshots

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About Bison Wealth

The Bison Wealth client portal allows you to easily view your portfolio values, allocations and easily contact your advisor.

What’s new

Version 5.23.0 · Updated July 18, 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, Bison Holdings 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:

  • Financial Info: Other Financial Info
  • Contact Info: Email Address
  • Identifiers: User ID, Device ID
  • Diagnostics: Crash Data, Performance Data

Used for: App Functionality, Other Purposes

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:

  • Usage Data: Product Interaction

Used for: Product Personalization

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