Wellington Shields
Wellington Shields Finance iPhoneiPadiPod touch
Wellington Shields is a free Finance app for iPhone and iPad by Wellington Shields. Requires iOS 16.0. Updated April 10, 2026.
- Price
- Free
- on the App Store
- Size
- 2 MB
- Age 4+
- Updated
- Apr 10
- 2026 · v4.0.42
Screenshots
About Wellington Shields
Wellington Shields mobile provides you with an essential solution for managing your investments. The app allows you to manage your financial portfolio in an efficient and user-friendly enviroment. Through Wellington Shields Mobile you have fully featured access to account information, such as balances, holdings, activity and order statuses. You can view account statements, trade confirmations and tax statements. Get instant access to balances, portfolio holdings, account activity, projected cash flow, tax information, and more. View a comprehensive account summary at a glance. Access quotes and news from leading sources. Deposit checks into eligible investment accounts.
What’s new
Version 4.0.42 · Updated April 10, 2026
The build contains bug fixes.
App privacy
The developer, Wellington Shields, reported these privacy practices to Apple.
Data Not Collected
The developer does not collect any data from this app.
Alternatives to Wellington Shields
Looking for apps like Wellington Shields? Here are 6 similar apps on the App Store. The highest rated is Seven Post Custodian Access (5.0/5), and all 6 are free to download.
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| App | Rating | Price | Last updated | Compare |
|---|---|---|---|---|
| Wellington Shields | – | Free | April 10, 2026 | |
| JFG NetXInvestor | – | Free | Aug 22, 2025 | Compare |
| Seven Post Custodian Access | 5.0 / 5 (1) | Free | Apr 10, 2026 | Compare |
| Zanbato | 5.0 / 5 (10) | Free | Dec 20, 2025 | Compare |
| Tortoise Investment Management | – | Free | Jul 20, 2026 | Compare |
| IDB Capital | – | Free | Dec 5, 2025 | Compare |
| Puente USA | – | Free | Aug 22, 2025 | Compare |
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