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Information
Preview 2 platforms
iPhone 4 images
iPad 4 images
What’s New Version 5.22.1
- 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
Description
This mobile app allows you to access your Shelter Wealth Strategies account and financial planning tools. You must be a registered client to log in and access our tools.
Accessibility
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Version history 2 versions
Build 882085762v5.22.12026-02-02 23:24:31
- 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
Build 881713783v5.20.62026-01-22 23:01:50
No pricing data captured yet — comparisons appear once the app has paid storefronts or in-app purchases.
Availability 1 of 1 storefronts
| Region | Language | Price | Ratings | Avg | Version |
|---|---|---|---|---|---|
| US | en-US | Free | 0 | — | 5.22.1 |
Change log 5 changes · US
✎
releaseNotes updated
- Transactions changing to activity tab for managed accounts
- Positions changing to allocation tab for managed accounts
- Household info section in settings
-
✎
description updated
This mobile app allows you to access your Shelter Wealth Strategies account and financial planning tools. You must be a registered client to log in and access o
✎
name updated
Shelter Wealth Strategies
◆
Version 5.22.1 released
- 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
◆
Version 5.20.6 released