IWA Plan

Integrity Wealth Advisors

About this app

The Integrity Wealth Advisors mobile app provides secure, on-the-go access to your financial information.

Designed exclusively for clients of Integrity Wealth Advisors, this app gives you a convenient way to view your accounts, monitor progress, and stay connected to your financial plan—all in one place.

With the app, you can:

View account balances, holdings, and transaction history

Monitor portfolio performance and asset allocation

Access your financial plan and track progress toward your goals

Review important documents and reports

See your net worth and overall financial picture

Integrity Wealth Advisors is committed to helping clients make informed decisions with confidence. Our mobile app provides a convenient way to stay connected to your financial life anytime, anywhere.

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