Integrated Wealth Advisors

Integrated Wealth Advisors

About this app

Welcome to the Integrated Wealth Advisors client app, a secure and convenient way to stay connected to your accounts and your advisory team, anytime and anywhere. Whether you want a quick look at your accounts or a closer view of your financial picture, it's all in one place, right from your phone.

This app is for existing Integrated Wealth Advisors clients. If you're already a client, sign in to get started. Need help signing in? Just reach out. We're happy to help.

Integrated Wealth Advisors, LLC is a registered investment adviser with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training.

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