--- title: "Wealth Access Mobile - Reviews, Revenue and Downloads in United States | Apple App Store" description: "From Wealth Access, Inc., the most popular digital platform ranked #1 Online Advice Solution in the 2015 Financial Planning Technology Survey: Provides a clear, complete and simple way for you to view" --- # Wealth Access Mobile — United States ![Wealth Access Mobile App Icon](https://is1-ssl.mzstatic.com/image/thumb/Purple125/v4/80/1a/16/801a16b6-dbd7-3577-81e7-507726dfc81f/AppIcon-1x_U007emarketing-0-7-0-85-220.png/434x0w.png) **Developer:** [Wealth Access](https://apptail.io/developer/wealth-access-BuX) **Category:** Finance **Rating:** 3.0/5 (2 ratings) **Price:** Free **Bundle ID:** com.wealthaccess.mobile **Store:** Apple App Store **Country:** United States **Version:** 2.3.1 (released 2021-10-18) **Original Release:** 2016-04-02 **Languages:** English **App Store Link:** [Download on Apple App Store](https://apps.apple.com/us/app/app/id1079917692) **AppTail Page:** [https://apptail.io/app/wealth-access-mobile-MZwb/united-states](https://apptail.io/app/wealth-access-mobile-MZwb/united-states) ## Wealth Access Mobile Description From Wealth Access, Inc., the most popular digital platform ranked #1 Online Advice Solution in the 2015 Financial Planning Technology Survey: Provides a clear, complete and simple way for you to view your personal balance sheet from anywhere at anytime. See the most recent trades and transactions on your accounts, current portfolio holdings as well as leverage the ability to update your information on the go. The Wealth Access dashboard provides data updated daily to track trends and manage your cash flow. Wealth Access' Intelligent Aggregation links to over 20,000 different institutions through multi-tiered data sources, providing a complete data aggregation engine with the power to bring in all of your assets and liabilities into one secure platform. Wealth Access’ permissions based technology makes it easy to share info with advisors. By working with your advisor you can ensure that you’re always tracking your financial goals. Have real time conversations with your advisor to manage your financial life. IT’S EASY TO GET STARTED Wealth Access is available by contacting your wealth advisor today. Wealth Access automatically organizes all of your balance sheet and organizes your expenses. KEY WEALTH ACCESS FEATURES: Wealth Access is the industry’s leading PFM designed for high net worth clients that includes: View entire portfolio in real time Simplified reporting and access Accessible from anywhere Client service team to assist in aggregation set-up and onboarding Multi-generational wealth views Fully integrated with the industry’s leading financial planning systems Ability to store financial documents in a secure, digital vault Shareable with Bankers, Accountants, Lawyers and Family Members Please note that Wealth Access currently connects to US and international financial institutions. All reporting will be reported in local currencies. ## Wealth Access Mobile Screenshots - [Screenshot 1](https://is1-ssl.mzstatic.com/image/thumb/Purple113/v4/a6/17/9c/a6179c59-30a6-0977-4f40-acc1737b9211/pr_source.png/1242x2688.png) - [Screenshot 2](https://is1-ssl.mzstatic.com/image/thumb/Purple113/v4/5c/6a/8e/5c6a8e37-fba1-9c4f-ef9f-23c83178c388/pr_source.png/1242x2688.png) - [Screenshot 3](https://is1-ssl.mzstatic.com/image/thumb/Purple123/v4/b9/33/a2/b933a2ec-2604-8cf7-7db0-287ed2debd7d/pr_source.png/1242x2688.png) - [Screenshot 4](https://is1-ssl.mzstatic.com/image/thumb/Purple123/v4/eb/74/81/eb74810b-7d46-1a87-6b7e-b29c979ff97d/pr_source.png/1242x2688.png) ## Wealth Access Mobile Rating Breakdown in United States - 5 stars: 1 (50%) - 4 stars: 0 (0%) - 3 stars: 0 (0%) - 2 stars: 0 (0%) - 1 stars: 1 (50%) ## Wealth Access Mobile Reviews in United States ### *---- "Doesn't work" Says to contact support to enable app. Click on support button and nothing happens. Worthless. -- Luke from Mpls, 2017-06-07 ### ***** "Great app, would highly recommend" Wonderful -- Riderhomi, 2016-08-15 [View all Wealth Access Mobile reviews and detailed analytics on AppTail](https://app.apptail.io/signup?utm_campaign=ai-crawl&utm_content=reviews) ## Wealth Access Mobile Discovered Keywords - wealth access mobile ## Apps Similar to Wealth Access Mobile - [First Citizens Wealth Access](https://apptail.io/app/first-citizens-wealth-access-dmud/united-states) - [Tri-Star Trust Wealth Access](https://apptail.io/app/tri-star-trust-wealth-access-rNFd/united-states) - [Sabal Trust](https://apptail.io/app/sabal-trust-OWMd/united-states) - [ChemungCanal\Capital WealthAcc](https://apptail.io/app/chemungcanalcapital-wealthacc-toyj/united-states) - [TrustBank ProsperityPortal](https://apptail.io/app/trustbank-prosperityportal-QRQm/united-states) - [Bryn Mawr Trust A WSFS Company](https://apptail.io/app/bryn-mawr-trust-a-wsfs-company-dxRp/united-states) - [FineMark Wealth Access](https://apptail.io/app/finemark-wealth-access-Wkyr/united-states) - [Three Sixty Wealth Management](https://apptail.io/app/three-sixty-wealth-management-Cscx/united-states) - [Robertson Stephens WM](https://apptail.io/app/robertson-stephens-wm-Bggx/united-states) - [German American Wealth Access](https://apptail.io/app/german-american-wealth-access-Cfky/united-states) --- ## About AppTail [AppTail](https://apptail.io) is a mobile app intelligence platform providing app analytics, ASO (App Store Optimization) tools, keyword tracking, competitor analysis, revenue estimates, and review monitoring for iOS App Store apps. Track your app's performance, discover ranking keywords, monitor competitors, and analyze market trends. - [Search Apps](https://apptail.io) - [Top Charts](https://apptail.io/top-iphone-apps) - [Sign Up for Full Access](https://app.apptail.io/signup?utm_campaign=ai-crawl&utm_content=footer) *Data provided by [AppTail](https://apptail.io) - Mobile App Intelligence Platform*