Chesley Taft Access
Chesley, Taft & Associates LLC Finance iPhoneiPadiPod touch
Chesley Taft Access is a free Finance app for iPhone and iPad by Chesley, Taft & Associates LLC. Requires iOS 15.6. Updated August 27, 2025.
- Price
- Free
- on the App Store
- Size
- 53 MB
- Age 4+
- Updated
- Aug 27
- 2025 · v5.19.4
Screenshots
About Chesley Taft Access
This app offers our clients a secure and user-friendly way to view their financial information on the go. View portfolio balances, transaction history, investment allocations, and important documents - all in one place. Access updated information, anytime and anywhere, with the client mobile app.
App privacy
The developer, Chesley, Taft & Associates 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
Alternatives to Chesley Taft Access
Looking for apps like Chesley Taft Access? Here are 6 similar apps on the App Store. The highest rated is Golden K Plans & Wealth Mgmt (5.0/5), and all 6 are free to download.
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| App | Rating | Price | Last updated | Compare |
|---|---|---|---|---|
| Chesley Taft Access | – | Free | August 27, 2025 | |
| exitfour wp | – | Free | Dec 14, 2024 | Compare |
| Golden K Plans & Wealth Mgmt | 5.0 / 5 (1) | Free | Jul 29, 2025 | Compare |
| Osprey Capital Partners | – | Free | Jul 19, 2026 | Compare |
| Sherman Wealth | 5.0 / 5 (2) | Free | May 29, 2025 | Compare |
| HFG Mobile | – | Free | Feb 5, 2026 | Compare |
| Oldfather | – | Free | Jul 19, 2026 | Compare |