Jericho Client

10+
Downloads
Content rating
Everyone
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About this app

This app is for Jericho Financial clients. Out of the box, this mobile app allows clients to view account balances at current value or past performance. Our app also allows you to view a transactional summary of your accounts as well as stocks, bonds or ETFs that you may own. But the true design of this app is to be a one stop shop for all your financial information. By embracing the true design, you can easily view the balance of your investments, checking accounts, credit cards, mortgages, student loans and other assets all in one view.
Updated on
Mar 5, 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

App support

About the developer
Jericho Financial, LLP
shar@planjericho.com
38 Commerce Park Dr Ste A Westerville, OH 43082-7257 United States
+1 614-315-9107