Sequoia Connect 4+
Sequoia Financial Advisors, LLC
Designed for iPhone
-
- Free
iPhone Screenshots
Description
This app provides an intuitive financial dashboard of your finances, document vault, interactive reports, budgeting tools and more – all in a secure and easy to use mobile app.
TOP FEATURES
• Interactive dashboard showing your complete financial picture.
• Dynamic reports with current investment information.
• Balance sheet with linked account reporting to view all your assets in one place.
• Document vault for securely viewing files from your wealth advisor.
• Advisor access to your personalized reporting.
• And more!
What’s New
Version 5.6.0
Bug fixes and enhancements
App Privacy
The developer, Sequoia Financial Advisors, LLC, 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 Not Collected
The developer does not collect any data from this app.
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Information
- Seller
- Sequoia Financial Group, LLC
- Size
- 38.7 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 12.4 or later.
- iPod touch
- Requires iOS 12.4 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
- © 2025 Envestnet Financial Technologies
- Price
- Free