Content rating
Everyone
1+
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Content rating
Everyone
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About this app

This Mobile App allows you to view account information, performance, holdings, balances and easily contact your advisor.
WealthMark Advisory Group
Updated on
Jul 19, 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