Credent Wealth

CX Institutional LLC
Content rating
Everyone
50+
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Content rating
Everyone
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About this app

This mobile app for clients of Credent Wealth management allows you to view account information, and balances.
Clients of Credent Wealth Management can view account information.
Updated on
Jul 17, 2026

Data safety

Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
  • This app may share these data types with third parties
    Personal info, App activity and 2 others
  • This app may collect these data types
    Personal info
  • Data is encrypted in transit

What’s new

- Transactions changing to activity tab for managed accounts
- Positions changing to allocation tab for managed accounts
- Household info section in settings
- Biometrics improvement
- Performance bar chart
- Net worth legend and portfolio graph optimization
- Bug fixes
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Content rating
Everyone
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App support

About the developer
CX Institutional, LLC
technology@credentwealth.com
200 E 7th St Auburn, IN 46706 United States
+1 260-433-0066
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