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Screenshots

  • Weston Banks Client Portal screenshot 1
  • Weston Banks Client Portal screenshot 2
  • Weston Banks Client Portal screenshot 3

About Weston Banks Client Portal

The Weston Banks Wealth Partners app enables clients to access portfolio data in a simple, elegant interface. Requirements: You must be an authorized user for the application. If you would like to request access, please contact your Weston Banks Wealth Partners financial team. Securities and Advisory Services offered through Prospera Financial Services, Inc. | Member FINRA, SIPC

What’s new

Version 1.98.1 · Updated September 15, 2026

• To-Do items are now named Tasks • Performance Improvements • Bug Fixes

App privacy

The developer, Weston Banks & Company, LLC, reported these privacy practices to Apple.

Data Used to Track You

The following data may be used to track you across apps and websites owned by other companies:

  • Usage Data: Product Interaction

Data Linked to You

The following data, which may be collected and linked to your identity, may be used for the following purposes:

  • Contact Info: Name
  • Identifiers: User ID

Used for: App Functionality

Alternatives to Weston Banks Client Portal

Looking for apps like Weston Banks Client Portal? Here are 6 similar apps on the App Store. The highest rated is Liberty Treasury Management (4.9/5), and all 6 are free to download.

Weston Banks Client Portal vs. alternatives
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Weston Banks Client Portal 4.0 / 5 (1 rating) Free September 15, 2026
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