Whitaker Wealth 4+
Whitaker-Myers Wealth Managers, Ltd.
Designed for iPad
-
- Free
Screenshots
Description
This mobile app will allow you to view your account information, performance, balances, read the latest content written by our team of Financial Planners and Financial Coaches, along with access to easily contact your Advisor Team and their support staff. You'll love the great design and easy to understand reports within your client portal. If you're a client of Whitaker-Myers Wealth Managers download the app today!
What’s New
Version 5.16.0
- Managed account Performance Details
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes
App Privacy
The developer, Whitaker-Myers Wealth Managers, Ltd., indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.
Data Linked to You
The following data may be collected and linked to your identity:
- Usage Data
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
- Identifiers
- Diagnostics
Privacy practices may vary based on, for example, the features you use or your age. Learn More
Information
- Provider
- Whitaker-Myers Wealth Managers, LTD.
- Size
- 42.9 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 13.4 or later.
- iPad
- Requires iPadOS 13.4 or later.
- iPod touch
- Requires iOS 13.4 or later.
- Mac
- Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
-
English
- Age Rating
- 4+
- Copyright
- © 2024 Whitaker-Myers Wealth Managers, LTD.
- Price
- Free