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- 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
Your Integrated Wealth accounts, anytime, anywhere.
Welcome to the Integrated Wealth Advisors client app, a secure and convenient way to stay connected to your accounts and your advisory team, anytime and anywhere. Whether you want a quick look at your accounts or a closer view of your financial picture, it's all in one place, right from your phone. This app is for existing Integrated Wealth Advisors clients. If you're already a client, sign in to get started. Need help signing in? Just reach out. We're happy to help. Integrated Wealth Advisors, LLC is a registered investment adviser with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training.