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About Apex Wealth NH

Apex Wealth Management's Client Portal allows you to view account information, balances and easily contact your advisor.

What’s new

Version 5.14.0 · Updated September 5, 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, Apex Wealth Management, 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
  • Financial Info: Other Financial Info
  • Contact Info: Email Address
  • Identifiers: User ID, Device ID
  • Diagnostics: Crash Data, Performance Data

Used for: Product Personalization, App Functionality, Other Purposes

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