Content rating
Everyone
50+
Downloads
Content rating
Everyone
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About this app

With our secure and online Client Access App, you will enjoy the convenience of viewing your financial accounts all in one place! This app allows you to view your account balances, receive Advisor notifications, track your financial goals, and upload documents securely to your Advisor for review.
Updated on
May 8, 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
Data can’t be deleted

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
Content rating
Everyone
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App support

About the developer
GASAWAY INVESTMENT ADVISORS, INC.
info@gasawayinvestments.com
7100 Stadium Dr Kalamazoo, MI 49009-9423 United States
+1 269-324-0080