Empower ®2026.09.16
Publisher Description
“The Empower Dashboard gives me a full picture of where I am financially without having to log in to all my accounts. It definitely makes my financial life clearer and easier.” - Benjamin D.*
You’re just a few taps away from downloading the app that Forbes gave 4.5/5 stars, describing its features as the “Best for Tracking Net Worth”.
According to CNBC, “If you’re looking for an app that lays out all your income and expenses while giving you access to professional investment advice, Empower may be the budgeting tool you’re looking for. **”
Get the industry-leading tools designed to help you map out your financial dreams and take the steps to reach them:
- Plan for retirement
- Adjust & compare scenarios
- Simulate recessions
- See all your accounts in one place
- Check for allocation imbalances
- Tackle debt
- Build an emergency fund
- Set & track budgets
- Secure your data with biometric and multi-factor authentication
- And more
Spend less time sorting through spreadsheets, filling out ledgers, and doublechecking individual accounts.
Experience more freedom to focus on what you enjoy. Financial clarity starts with the free Empower Dashboard.
Download today.
--
*Testimonials may not be representative of the experience of other individuals and are not a guarantee of future performance or success.
**Sources: Forbes, March 2025; CNBC, January 2025.
Securities, when presented, are offered and/or distributed by Empower Financial Services, Inc. (EFSI), Member FINRA/SIPC. EFSI is an affiliate of Empower Retirement, LLC; Empower Funds, Inc.; and registered investment adviser Empower Advisory Group, LLC. This material is for informational purposes only and is not intended to provide investment, legal, or tax recommendations or advice.
Advisory services are provided for a fee by Empower Advisory Group, LLC (EAG). EAG is a registered investment adviser with the Securities and Exchange Commission (SEC) and an indirect subsidiary of Empower Annuity Insurance Company of America. Registration does not imply a certain level of skill or training. Investing involves risk. Past performance is not indicative of future returns. You may lose money. Advisory fees are calculated based upon the amount of assets being managed (as detailed further in the Empower Advisory Group, LLC Form ADV).
“EMPOWER” and all associated logos and product names are trademarks of Empower Annuity Insurance Company of America.
(c)2025 Empower Annuity Insurance Company of America. All rights reserved.
RO4520594-0625
Version History We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2026.09.16(2609.16.1) Sep 17 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2026.08.12(2608.12.1) Aug 14 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2026.07.29(2607.29) Jul 29 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2026.07.15(2607.15) Jul 17 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2026.07.07(2607.7) Jul 7 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2026.07.01(2607.1) Jul 2 We’ve made an update to improve your experience and keep things running smoothly. We’ll keep sharing what’s new, so you always know what’s changing.
• Fixed an issue impacting biometric log in 2026.06.22(2606.22) Jun 23 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2026.06.17(2606.17.1) Jun 18 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2026.06.03(2606.3) Jun 4 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2026.05.13(2605.13.3) May 14 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2026.04.30(2604.30) May 1 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2026.04.22(2604.22) Apr 23 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2026.04.15(2604.15) Apr 16 We’ve made a few updates to improve your experience and keep things running smoothly. We’ll keep sharing what’s new, so you always know what’s changing.
• Improved fund transfers for select account types
• Fixed an issue that could prevent tax documents from being uploaded during tax planning
• Fixed an issue where balances didn’t always appear when switching between accounts
• Fixed an issue that could duplicate linked accounts
• Fixed an issue accessing certain accounts from within the app 2026.03.25(2603.25) Mar 26 We’ve made a few updates to improve your experience and keep things running smoothly. We’ll keep sharing what’s new, so you always know what’s changing.
• Tax planning feature
• Fixed an issue where some users were unable to complete the registration process. 2026.03.11(2603.11) Mar 12 We’ve made a few updates to improve your experience and keep things running smoothly. We’ll keep sharing what’s new, so you always know what’s changing.
- Fixed an intermittent Net Worth balance display issue
- Fixed an issue where investments were not displayed for a subset of users. 2026.02.18(2602.18) Feb 19 We’ve made a few updates to improve your experience and keep things running smoothly. We’ll keep sharing what’s new, so you always know what’s changing.
• New! Stock Plan Services for eligible users
• Privacy policy link added to pre-login
• Fixed an issue where some new users couldn’t enter an SMS code during registration
• Fixed issues with age-based contribution catch-up messaging
• Added back missing Fund Fact Sheets for certain funds 2026.02.11(2602.11) Feb 13 We’ve made a few updates to improve your experience and keep things running smoothly. We’ll keep sharing what’s new, so you always know what’s changing.
•New! Tax filing for eligible users
•Investment disclosure updates
•Duplicate username handling for migrating users
•Fixed issue with new user registration
•Fixed issue when submitting a three-digit contribution for IRA 2026.01.14(2601.14) Jan 15 We’ve made a few updates to improve your experience and keep things running smoothly. We’ll keep sharing what’s new, so you always know what’s changing.
• New! Eligible users can join the Tax filing waitlist
• Updated the Forgot username and Forgot password flows to make sure you get to the right place
• Fixed issues with the Schedule a call button
• Resolved broken links in certain push notifications and FAQ pages 2025.12.22(2512.22) 12/23/2025 We’ve made a few updates to improve your experience and keep things running smoothly. We’ll keep sharing what’s new, so you always know what’s changing.
• You can now switch apps without interrupting the account linking flow
• Fixed issue where some users saw code instead of the intended screen
• Restored ability to upload attachments to transactions
• Improved Forgot Password flow for unregistered users
• Resolved a Face ID password update loop that was occurring for some users
• Made accessibility updates
• Added enhanced logging to upgrade our troubleshooting capabilities 2025.11.19(2511.19) 11/20/2025 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2025.10.23(2510.23) 10/24/2025 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2025.10.08(2510.8) 10/09/2025 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2025.10.03(2510.3) 10/06/2025 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2025.10.01(2510.1) 10/02/2025 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2025.09.24(2509.24) 09/25/2025
About Empower ®
The company that develops Empower ® is Empower Annuity Insurance Company of America. The latest version released by its developer is 2026.09.16.
To install Empower ® on your iOS device, just click the green Continue To App button above to start the installation process. The app is listed on our website since 2026-10-14 and was downloaded 6 times. We have already checked if the download link is safe, however for your own protection we recommend that you scan the downloaded app with your antivirus. Your antivirus may detect the Empower ® as malware if the download link is broken.
How to install Empower ® on your iOS device:
- Click on the Continue To App button on our website. This will redirect you to the App Store.
- Once the Empower ® is shown in the iTunes listing of your iOS device, you can start its download and installation. Tap on the GET button to the right of the app to start downloading it.
- If you are not logged-in the iOS appstore app, you'll be prompted for your your Apple ID and/or password.
- After Empower ® is downloaded, you'll see an INSTALL button to the right. Tap on it to start the actual installation of the iOS app.
- Once installation is finished you can tap on the OPEN button to start it. Its icon will also be added to your device home screen.
Program Details
System requirements
Download information
Pricing
Version History
version 2026.09.16(2609.16.1)
posted on 2026-10-14
Version History We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2026.09.16(2609.16.1) Sep 17 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2026.08.12(2608.12.1) Aug 14 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2026.07.29(2607.29) Jul 29 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2026.07.15(2607.15) Jul 17 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2026.07.07(2607.7) Jul 7 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2026.07.01(2607.1) Jul 2 We’ve made an update to improve your experience and keep things running smoothly. We’ll keep sharing what’s new, so you always know what’s changing.
• Fixed an issue impacting biometric log in 2026.06.22(2606.22) Jun 23 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2026.06.17(2606.17.1) Jun 18 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2026.06.03(2606.3) Jun 4 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2026.05.13(2605.13.3) May 14 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2026.04.30(2604.30) May 1 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2026.04.22(2604.22) Apr 23 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2026.04.15(2604.15) Apr 16 We’ve made a few updates to improve your experience and keep things running smoothly. We’ll keep sharing what’s new, so you always know what’s changing.
• Improved fund transfers for select account types
• Fixed an issue that could prevent tax documents from being uploaded during tax planning
• Fixed an issue where balances didn’t always appear when switching between accounts
• Fixed an issue that could duplicate linked accounts
• Fixed an issue accessing certain accounts from within the app 2026.03.25(2603.25) Mar 26 We’ve made a few updates to improve your experience and keep things running smoothly. We’ll keep sharing what’s new, so you always know what’s changing.
• Tax planning feature
• Fixed an issue where some users were unable to complete the registration process. 2026.03.11(2603.11) Mar 12 We’ve made a few updates to improve your experience and keep things running smoothly. We’ll keep sharing what’s new, so you always know what’s changing.
- Fixed an intermittent Net Worth balance display issue
- Fixed an issue where investments were not displayed for a subset of users. 2026.02.18(2602.18) Feb 19 We’ve made a few updates to improve your experience and keep things running smoothly. We’ll keep sharing what’s new, so you always know what’s changing.
• New! Stock Plan Services for eligible users
• Privacy policy link added to pre-login
• Fixed an issue where some new users couldn’t enter an SMS code during registration
• Fixed issues with age-based contribution catch-up messaging
• Added back missing Fund Fact Sheets for certain funds 2026.02.11(2602.11) Feb 13 We’ve made a few updates to improve your experience and keep things running smoothly. We’ll keep sharing what’s new, so you always know what’s changing.
•New! Tax filing for eligible users
•Investment disclosure updates
•Duplicate username handling for migrating users
•Fixed issue with new user registration
•Fixed issue when submitting a three-digit contribution for IRA 2026.01.14(2601.14) Jan 15 We’ve made a few updates to improve your experience and keep things running smoothly. We’ll keep sharing what’s new, so you always know what’s changing.
• New! Eligible users can join the Tax filing waitlist
• Updated the Forgot username and Forgot password flows to make sure you get to the right place
• Fixed issues with the Schedule a call button
• Resolved broken links in certain push notifications and FAQ pages 2025.12.22(2512.22) 12/23/2025 We’ve made a few updates to improve your experience and keep things running smoothly. We’ll keep sharing what’s new, so you always know what’s changing.
• You can now switch apps without interrupting the account linking flow
• Fixed issue where some users saw code instead of the intended screen
• Restored ability to upload attachments to transactions
• Improved Forgot Password flow for unregistered users
• Resolved a Face ID password update loop that was occurring for some users
• Made accessibility updates
• Added enhanced logging to upgrade our troubleshooting capabilities 2025.11.19(2511.19) 11/20/2025 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2025.10.23(2510.23) 10/24/2025 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2025.10.08(2510.8) 10/09/2025 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2025.10.03(2510.3) 10/06/2025 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2025.10.01(2510.1) 10/02/2025 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2025.09.24(2509.24) 09/25/2025
version 2026.09.16(2609.16.1)
posted on 2026-09-19
Version History We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2026.09.16(2609.16.1) 1d ago We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2026.08.12(2608.12.1) Aug 14 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2026.07.29(2607.29) Jul 29 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2026.07.15(2607.15) Jul 17 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2026.07.07(2607.7) Jul 7 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2026.07.01(2607.1) Jul 2 We’ve made an update to improve your experience and keep things running smoothly. We’ll keep sharing what’s new, so you always know what’s changing.
• Fixed an issue impacting biometric log in 2026.06.22(2606.22) Jun 23 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2026.06.17(2606.17.1) Jun 18 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2026.06.03(2606.3) Jun 4 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2026.05.13(2605.13.3) May 14 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2026.04.30(2604.30) May 1 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2026.04.22(2604.22) Apr 23 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2026.04.15(2604.15) Apr 16 We’ve made a few updates to improve your experience and keep things running smoothly. We’ll keep sharing what’s new, so you always know what’s changing.
• Improved fund transfers for select account types
• Fixed an issue that could prevent tax documents from being uploaded during tax planning
• Fixed an issue where balances didn’t always appear when switching between accounts
• Fixed an issue that could duplicate linked accounts
• Fixed an issue accessing certain accounts from within the app 2026.03.25(2603.25) Mar 26 We’ve made a few updates to improve your experience and keep things running smoothly. We’ll keep sharing what’s new, so you always know what’s changing.
• Tax planning feature
• Fixed an issue where some users were unable to complete the registration process. 2026.03.11(2603.11) Mar 12 We’ve made a few updates to improve your experience and keep things running smoothly. We’ll keep sharing what’s new, so you always know what’s changing.
- Fixed an intermittent Net Worth balance display issue
- Fixed an issue where investments were not displayed for a subset of users. 2026.02.18(2602.18) Feb 19 We’ve made a few updates to improve your experience and keep things running smoothly. We’ll keep sharing what’s new, so you always know what’s changing.
• New! Stock Plan Services for eligible users
• Privacy policy link added to pre-login
• Fixed an issue where some new users couldn’t enter an SMS code during registration
• Fixed issues with age-based contribution catch-up messaging
• Added back missing Fund Fact Sheets for certain funds 2026.02.11(2602.11) Feb 13 We’ve made a few updates to improve your experience and keep things running smoothly. We’ll keep sharing what’s new, so you always know what’s changing.
•New! Tax filing for eligible users
•Investment disclosure updates
•Duplicate username handling for migrating users
•Fixed issue with new user registration
•Fixed issue when submitting a three-digit contribution for IRA 2026.01.14(2601.14) Jan 15 We’ve made a few updates to improve your experience and keep things running smoothly. We’ll keep sharing what’s new, so you always know what’s changing.
• New! Eligible users can join the Tax filing waitlist
• Updated the Forgot username and Forgot password flows to make sure you get to the right place
• Fixed issues with the Schedule a call button
• Resolved broken links in certain push notifications and FAQ pages 2025.12.22(2512.22) 12/23/2025 We’ve made a few updates to improve your experience and keep things running smoothly. We’ll keep sharing what’s new, so you always know what’s changing.
• You can now switch apps without interrupting the account linking flow
• Fixed issue where some users saw code instead of the intended screen
• Restored ability to upload attachments to transactions
• Improved Forgot Password flow for unregistered users
• Resolved a Face ID password update loop that was occurring for some users
• Made accessibility updates
• Added enhanced logging to upgrade our troubleshooting capabilities 2025.11.19(2511.19) 11/20/2025 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2025.10.23(2510.23) 10/24/2025 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2025.10.08(2510.8) 10/09/2025 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2025.10.03(2510.3) 10/06/2025 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2025.10.01(2510.1) 10/02/2025 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2025.09.24(2509.24) 09/25/2025
version 2026.08.12(2608.12.1)
posted on 2026-09-12
Version History We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2026.08.12(2608.12.1) Aug 14 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2026.07.29(2607.29) Jul 29 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2026.07.15(2607.15) Jul 17 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2026.07.07(2607.7) Jul 7 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2026.07.01(2607.1) Jul 2 We’ve made an update to improve your experience and keep things running smoothly. We’ll keep sharing what’s new, so you always know what’s changing.
• Fixed an issue impacting biometric log in 2026.06.22(2606.22) Jun 23 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2026.06.17(2606.17.1) Jun 18 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2026.06.03(2606.3) Jun 4 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2026.05.13(2605.13.3) May 14 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2026.04.30(2604.30) May 1 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2026.04.22(2604.22) Apr 23 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2026.04.15(2604.15) Apr 16 We’ve made a few updates to improve your experience and keep things running smoothly. We’ll keep sharing what’s new, so you always know what’s changing.
• Improved fund transfers for select account types
• Fixed an issue that could prevent tax documents from being uploaded during tax planning
• Fixed an issue where balances didn’t always appear when switching between accounts
• Fixed an issue that could duplicate linked accounts
• Fixed an issue accessing certain accounts from within the app 2026.03.25(2603.25) Mar 26 We’ve made a few updates to improve your experience and keep things running smoothly. We’ll keep sharing what’s new, so you always know what’s changing.
• Tax planning feature
• Fixed an issue where some users were unable to complete the registration process. 2026.03.11(2603.11) Mar 12 We’ve made a few updates to improve your experience and keep things running smoothly. We’ll keep sharing what’s new, so you always know what’s changing.
- Fixed an intermittent Net Worth balance display issue
- Fixed an issue where investments were not displayed for a subset of users. 2026.02.18(2602.18) Feb 19 We’ve made a few updates to improve your experience and keep things running smoothly. We’ll keep sharing what’s new, so you always know what’s changing.
• New! Stock Plan Services for eligible users
• Privacy policy link added to pre-login
• Fixed an issue where some new users couldn’t enter an SMS code during registration
• Fixed issues with age-based contribution catch-up messaging
• Added back missing Fund Fact Sheets for certain funds 2026.02.11(2602.11) Feb 13 We’ve made a few updates to improve your experience and keep things running smoothly. We’ll keep sharing what’s new, so you always know what’s changing.
•New! Tax filing for eligible users
•Investment disclosure updates
•Duplicate username handling for migrating users
•Fixed issue with new user registration
•Fixed issue when submitting a three-digit contribution for IRA 2026.01.14(2601.14) Jan 15 We’ve made a few updates to improve your experience and keep things running smoothly. We’ll keep sharing what’s new, so you always know what’s changing.
• New! Eligible users can join the Tax filing waitlist
• Updated the Forgot username and Forgot password flows to make sure you get to the right place
• Fixed issues with the Schedule a call button
• Resolved broken links in certain push notifications and FAQ pages 2025.12.22(2512.22) 12/23/2025 We’ve made a few updates to improve your experience and keep things running smoothly. We’ll keep sharing what’s new, so you always know what’s changing.
• You can now switch apps without interrupting the account linking flow
• Fixed issue where some users saw code instead of the intended screen
• Restored ability to upload attachments to transactions
• Improved Forgot Password flow for unregistered users
• Resolved a Face ID password update loop that was occurring for some users
• Made accessibility updates
• Added enhanced logging to upgrade our troubleshooting capabilities 2025.11.19(2511.19) 11/20/2025 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2025.10.23(2510.23) 10/24/2025 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2025.10.08(2510.8) 10/09/2025 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2025.10.03(2510.3) 10/06/2025 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2025.10.01(2510.1) 10/02/2025 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2025.09.24(2509.24) 09/25/2025 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2025.09.22(2509.22) 09/23/2025
version 2026.07.29(2607.29)
posted on 2026-08-04
Version History We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2026.07.29(2607.29) 5d ago We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2026.07.15(2607.15) Jul 17 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2026.07.07(2607.7) Jul 7 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2026.07.01(2607.1) Jul 2 We’ve made an update to improve your experience and keep things running smoothly. We’ll keep sharing what’s new, so you always know what’s changing.
• Fixed an issue impacting biometric log in 2026.06.22(2606.22) Jun 23 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2026.06.17(2606.17.1) Jun 18 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2026.06.03(2606.3) Jun 4 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2026.05.13(2605.13.3) May 14 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2026.04.30(2604.30) May 1 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2026.04.22(2604.22) Apr 23 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2026.04.15(2604.15) Apr 16 We’ve made a few updates to improve your experience and keep things running smoothly. We’ll keep sharing what’s new, so you always know what’s changing.
• Improved fund transfers for select account types
• Fixed an issue that could prevent tax documents from being uploaded during tax planning
• Fixed an issue where balances didn’t always appear when switching between accounts
• Fixed an issue that could duplicate linked accounts
• Fixed an issue accessing certain accounts from within the app 2026.03.25(2603.25) Mar 26 We’ve made a few updates to improve your experience and keep things running smoothly. We’ll keep sharing what’s new, so you always know what’s changing.
• Tax planning feature
• Fixed an issue where some users were unable to complete the registration process. 2026.03.11(2603.11) Mar 12 We’ve made a few updates to improve your experience and keep things running smoothly. We’ll keep sharing what’s new, so you always know what’s changing.
- Fixed an intermittent Net Worth balance display issue
- Fixed an issue where investments were not displayed for a subset of users. 2026.02.18(2602.18) Feb 19 We’ve made a few updates to improve your experience and keep things running smoothly. We’ll keep sharing what’s new, so you always know what’s changing.
• New! Stock Plan Services for eligible users
• Privacy policy link added to pre-login
• Fixed an issue where some new users couldn’t enter an SMS code during registration
• Fixed issues with age-based contribution catch-up messaging
• Added back missing Fund Fact Sheets for certain funds 2026.02.11(2602.11) Feb 13 We’ve made a few updates to improve your experience and keep things running smoothly. We’ll keep sharing what’s new, so you always know what’s changing.
•New! Tax filing for eligible users
•Investment disclosure updates
•Duplicate username handling for migrating users
•Fixed issue with new user registration
•Fixed issue when submitting a three-digit contribution for IRA 2026.01.14(2601.14) Jan 15 We’ve made a few updates to improve your experience and keep things running smoothly. We’ll keep sharing what’s new, so you always know what’s changing.
• New! Eligible users can join the Tax filing waitlist
• Updated the Forgot username and Forgot password flows to make sure you get to the right place
• Fixed issues with the Schedule a call button
• Resolved broken links in certain push notifications and FAQ pages 2025.12.22(2512.22) 12/23/2025 We’ve made a few updates to improve your experience and keep things running smoothly. We’ll keep sharing what’s new, so you always know what’s changing.
• You can now switch apps without interrupting the account linking flow
• Fixed issue where some users saw code instead of the intended screen
• Restored ability to upload attachments to transactions
• Improved Forgot Password flow for unregistered users
• Resolved a Face ID password update loop that was occurring for some users
• Made accessibility updates
• Added enhanced logging to upgrade our troubleshooting capabilities 2025.11.19(2511.19) 11/20/2025 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2025.10.23(2510.23) 10/24/2025 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2025.10.08(2510.8) 10/09/2025 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2025.10.03(2510.3) 10/06/2025 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2025.10.01(2510.1) 10/02/2025 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2025.09.24(2509.24) 09/25/2025 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2025.09.22(2509.22) 09/23/2025 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2025.09.05 (2509.5) 09/06/2025
version 2026.07.15(2607.15)
posted on 2026-07-23
Version History We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2026.07.15(2607.15) 5d ago We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2026.07.07(2607.7) Jul 7 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2026.07.01(2607.1) Jul 2 We’ve made an update to improve your experience and keep things running smoothly. We’ll keep sharing what’s new, so you always know what’s changing.
• Fixed an issue impacting biometric log in 2026.06.22(2606.22) Jun 23 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2026.06.17(2606.17.1) Jun 18 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2026.06.03(2606.3) Jun 4 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2026.05.13(2605.13.3) May 14 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2026.04.30(2604.30) May 1 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2026.04.22(2604.22) Apr 23 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2026.04.15(2604.15) Apr 16 We’ve made a few updates to improve your experience and keep things running smoothly. We’ll keep sharing what’s new, so you always know what’s changing.
• Improved fund transfers for select account types
• Fixed an issue that could prevent tax documents from being uploaded during tax planning
• Fixed an issue where balances didn’t always appear when switching between accounts
• Fixed an issue that could duplicate linked accounts
• Fixed an issue accessing certain accounts from within the app 2026.03.25(2603.25) Mar 26 We’ve made a few updates to improve your experience and keep things running smoothly. We’ll keep sharing what’s new, so you always know what’s changing.
• Tax planning feature
• Fixed an issue where some users were unable to complete the registration process. 2026.03.11(2603.11) Mar 12 We’ve made a few updates to improve your experience and keep things running smoothly. We’ll keep sharing what’s new, so you always know what’s changing.
- Fixed an intermittent Net Worth balance display issue
- Fixed an issue where investments were not displayed for a subset of users. 2026.02.18(2602.18) Feb 19 We’ve made a few updates to improve your experience and keep things running smoothly. We’ll keep sharing what’s new, so you always know what’s changing.
• New! Stock Plan Services for eligible users
• Privacy policy link added to pre-login
• Fixed an issue where some new users couldn’t enter an SMS code during registration
• Fixed issues with age-based contribution catch-up messaging
• Added back missing Fund Fact Sheets for certain funds 2026.02.11(2602.11) Feb 13 We’ve made a few updates to improve your experience and keep things running smoothly. We’ll keep sharing what’s new, so you always know what’s changing.
•New! Tax filing for eligible users
•Investment disclosure updates
•Duplicate username handling for migrating users
•Fixed issue with new user registration
•Fixed issue when submitting a three-digit contribution for IRA 2026.01.14(2601.14) Jan 15 We’ve made a few updates to improve your experience and keep things running smoothly. We’ll keep sharing what’s new, so you always know what’s changing.
• New! Eligible users can join the Tax filing waitlist
• Updated the Forgot username and Forgot password flows to make sure you get to the right place
• Fixed issues with the Schedule a call button
• Resolved broken links in certain push notifications and FAQ pages 2025.12.22(2512.22) 12/23/2025 We’ve made a few updates to improve your experience and keep things running smoothly. We’ll keep sharing what’s new, so you always know what’s changing.
• You can now switch apps without interrupting the account linking flow
• Fixed issue where some users saw code instead of the intended screen
• Restored ability to upload attachments to transactions
• Improved Forgot Password flow for unregistered users
• Resolved a Face ID password update loop that was occurring for some users
• Made accessibility updates
• Added enhanced logging to upgrade our troubleshooting capabilities 2025.11.19(2511.19) 11/20/2025 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2025.10.23(2510.23) 10/24/2025 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2025.10.08(2510.8) 10/09/2025 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2025.10.03(2510.3) 10/06/2025 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2025.10.01(2510.1) 10/02/2025 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2025.09.24(2509.24) 09/25/2025 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2025.09.22(2509.22) 09/23/2025 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2025.09.05 (2509.5) 09/06/2025 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2025.08.13 (2508.13) 08/14/2025
version 2026.06.22(2606.22)
posted on 2026-07-01
Version History We’ve made an update to improve your experience and keep things running smoothly. We’ll keep sharing what’s new, so you always know what’s changing.
• Fixed an issue impacting biometric log in 2026.06.22(2606.22) Jun 23 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2026.06.17(2606.17.1) Jun 18 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2026.06.03(2606.3) Jun 4 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2026.05.13(2605.13.3) May 14 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2026.04.30(2604.30) May 1 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2026.04.22(2604.22) Apr 23 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2026.04.15(2604.15) Apr 16 We’ve made a few updates to improve your experience and keep things running smoothly. We’ll keep sharing what’s new, so you always know what’s changing.
• Improved fund transfers for select account types
• Fixed an issue that could prevent tax documents from being uploaded during tax planning
• Fixed an issue where balances didn’t always appear when switching between accounts
• Fixed an issue that could duplicate linked accounts
• Fixed an issue accessing certain accounts from within the app 2026.03.25(2603.25) Mar 26 We’ve made a few updates to improve your experience and keep things running smoothly. We’ll keep sharing what’s new, so you always know what’s changing.
• Tax planning feature
• Fixed an issue where some users were unable to complete the registration process. 2026.03.11(2603.11) Mar 12 We’ve made a few updates to improve your experience and keep things running smoothly. We’ll keep sharing what’s new, so you always know what’s changing.
- Fixed an intermittent Net Worth balance display issue
- Fixed an issue where investments were not displayed for a subset of users. 2026.02.18(2602.18) Feb 19 We’ve made a few updates to improve your experience and keep things running smoothly. We’ll keep sharing what’s new, so you always know what’s changing.
• New! Stock Plan Services for eligible users
• Privacy policy link added to pre-login
• Fixed an issue where some new users couldn’t enter an SMS code during registration
• Fixed issues with age-based contribution catch-up messaging
• Added back missing Fund Fact Sheets for certain funds 2026.02.11(2602.11) Feb 13 We’ve made a few updates to improve your experience and keep things running smoothly. We’ll keep sharing what’s new, so you always know what’s changing.
•New! Tax filing for eligible users
•Investment disclosure updates
•Duplicate username handling for migrating users
•Fixed issue with new user registration
•Fixed issue when submitting a three-digit contribution for IRA 2026.01.14(2601.14) Jan 15 We’ve made a few updates to improve your experience and keep things running smoothly. We’ll keep sharing what’s new, so you always know what’s changing.
• New! Eligible users can join the Tax filing waitlist
• Updated the Forgot username and Forgot password flows to make sure you get to the right place
• Fixed issues with the Schedule a call button
• Resolved broken links in certain push notifications and FAQ pages 2025.12.22(2512.22) 12/23/2025 We’ve made a few updates to improve your experience and keep things running smoothly. We’ll keep sharing what’s new, so you always know what’s changing.
• You can now switch apps without interrupting the account linking flow
• Fixed issue where some users saw code instead of the intended screen
• Restored ability to upload attachments to transactions
• Improved Forgot Password flow for unregistered users
• Resolved a Face ID password update loop that was occurring for some users
• Made accessibility updates
• Added enhanced logging to upgrade our troubleshooting capabilities 2025.11.19(2511.19) 11/20/2025 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2025.10.23(2510.23) 10/24/2025 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2025.10.08(2510.8) 10/09/2025 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2025.10.03(2510.3) 10/06/2025 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2025.10.01(2510.1) 10/02/2025 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2025.09.24(2509.24) 09/25/2025 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2025.09.22(2509.22) 09/23/2025 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2025.09.05 (2509.5) 09/06/2025 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2025.08.13 (2508.13) 08/14/2025 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2025.07.30 (2507.30) 07/31/2025 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2025.07.16 (2507.16) 07/16/2025 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2025.06.23 (2506.23) 06/24/2025
version 2026.06.03(2606.3)
posted on 2026-06-10
Version History We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2026.06.03(2606.3) 6d ago We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2026.05.13(2605.13.3) May 14 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2026.04.30(2604.30) May 1 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2026.04.22(2604.22) Apr 23 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2026.04.15(2604.15) Apr 16 We’ve made a few updates to improve your experience and keep things running smoothly. We’ll keep sharing what’s new, so you always know what’s changing.
• Improved fund transfers for select account types
• Fixed an issue that could prevent tax documents from being uploaded during tax planning
• Fixed an issue where balances didn’t always appear when switching between accounts
• Fixed an issue that could duplicate linked accounts
• Fixed an issue accessing certain accounts from within the app 2026.03.25(2603.25) Mar 26 We’ve made a few updates to improve your experience and keep things running smoothly. We’ll keep sharing what’s new, so you always know what’s changing.
• Tax planning feature
• Fixed an issue where some users were unable to complete the registration process. 2026.03.11(2603.11) Mar 12 We’ve made a few updates to improve your experience and keep things running smoothly. We’ll keep sharing what’s new, so you always know what’s changing.
- Fixed an intermittent Net Worth balance display issue
- Fixed an issue where investments were not displayed for a subset of users. 2026.02.18(2602.18) Feb 19 We’ve made a few updates to improve your experience and keep things running smoothly. We’ll keep sharing what’s new, so you always know what’s changing.
• New! Stock Plan Services for eligible users
• Privacy policy link added to pre-login
• Fixed an issue where some new users couldn’t enter an SMS code during registration
• Fixed issues with age-based contribution catch-up messaging
• Added back missing Fund Fact Sheets for certain funds 2026.02.11(2602.11) Feb 13 We’ve made a few updates to improve your experience and keep things running smoothly. We’ll keep sharing what’s new, so you always know what’s changing.
•New! Tax filing for eligible users
•Investment disclosure updates
•Duplicate username handling for migrating users
•Fixed issue with new user registration
•Fixed issue when submitting a three-digit contribution for IRA 2026.01.14(2601.14) Jan 15 We’ve made a few updates to improve your experience and keep things running smoothly. We’ll keep sharing what’s new, so you always know what’s changing.
• New! Eligible users can join the Tax filing waitlist
• Updated the Forgot username and Forgot password flows to make sure you get to the right place
• Fixed issues with the Schedule a call button
• Resolved broken links in certain push notifications and FAQ pages 2025.12.22(2512.22) 12/23/2025 We’ve made a few updates to improve your experience and keep things running smoothly. We’ll keep sharing what’s new, so you always know what’s changing.
• You can now switch apps without interrupting the account linking flow
• Fixed issue where some users saw code instead of the intended screen
• Restored ability to upload attachments to transactions
• Improved Forgot Password flow for unregistered users
• Resolved a Face ID password update loop that was occurring for some users
• Made accessibility updates
• Added enhanced logging to upgrade our troubleshooting capabilities 2025.11.19(2511.19) 11/20/2025 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2025.10.23(2510.23) 10/24/2025 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2025.10.08(2510.8) 10/09/2025 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2025.10.03(2510.3) 10/06/2025 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2025.10.01(2510.1) 10/02/2025 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2025.09.24(2509.24) 09/25/2025 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2025.09.22(2509.22) 09/23/2025 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2025.09.05 (2509.5) 09/06/2025 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2025.08.13 (2508.13) 08/14/2025 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2025.07.30 (2507.30) 07/31/2025 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2025.07.16 (2507.16) 07/16/2025 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2025.06.23 (2506.23) 06/24/2025 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2025.06.18 (2506.18) 06/19/2025 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2025.06.13 (2506.13) 06/14/2025
version 2026.04.30(2604.30)
posted on 2026-05-08
Version History We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2026.04.30(2604.30) 6d ago We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2026.04.22(2604.22) Apr 23 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2026.04.15(2604.15) Apr 16 We’ve made a few updates to improve your experience and keep things running smoothly. We’ll keep sharing what’s new, so you always know what’s changing.
• Improved fund transfers for select account types
• Fixed an issue that could prevent tax documents from being uploaded during tax planning
• Fixed an issue where balances didn’t always appear when switching between accounts
• Fixed an issue that could duplicate linked accounts
• Fixed an issue accessing certain accounts from within the app 2026.03.25(2603.25) Mar 26 We’ve made a few updates to improve your experience and keep things running smoothly. We’ll keep sharing what’s new, so you always know what’s changing.
• Tax planning feature
• Fixed an issue where some users were unable to complete the registration process. 2026.03.11(2603.11) Mar 12 We’ve made a few updates to improve your experience and keep things running smoothly. We’ll keep sharing what’s new, so you always know what’s changing.
- Fixed an intermittent Net Worth balance display issue
- Fixed an issue where investments were not displayed for a subset of users. 2026.02.18(2602.18) Feb 19 We’ve made a few updates to improve your experience and keep things running smoothly. We’ll keep sharing what’s new, so you always know what’s changing.
• New! Stock Plan Services for eligible users
• Privacy policy link added to pre-login
• Fixed an issue where some new users couldn’t enter an SMS code during registration
• Fixed issues with age-based contribution catch-up messaging
• Added back missing Fund Fact Sheets for certain funds 2026.02.11(2602.11) Feb 13 We’ve made a few updates to improve your experience and keep things running smoothly. We’ll keep sharing what’s new, so you always know what’s changing.
•New! Tax filing for eligible users
•Investment disclosure updates
•Duplicate username handling for migrating users
•Fixed issue with new user registration
•Fixed issue when submitting a three-digit contribution for IRA 2026.01.14(2601.14) Jan 15 We’ve made a few updates to improve your experience and keep things running smoothly. We’ll keep sharing what’s new, so you always know what’s changing.
• New! Eligible users can join the Tax filing waitlist
• Updated the Forgot username and Forgot password flows to make sure you get to the right place
• Fixed issues with the Schedule a call button
• Resolved broken links in certain push notifications and FAQ pages 2025.12.22(2512.22) 12/23/2025 We’ve made a few updates to improve your experience and keep things running smoothly. We’ll keep sharing what’s new, so you always know what’s changing.
• You can now switch apps without interrupting the account linking flow
• Fixed issue where some users saw code instead of the intended screen
• Restored ability to upload attachments to transactions
• Improved Forgot Password flow for unregistered users
• Resolved a Face ID password update loop that was occurring for some users
• Made accessibility updates
• Added enhanced logging to upgrade our troubleshooting capabilities 2025.11.19(2511.19) 11/20/2025 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2025.10.23(2510.23) 10/24/2025 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2025.10.08(2510.8) 10/09/2025 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2025.10.03(2510.3) 10/06/2025 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2025.10.01(2510.1) 10/02/2025 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2025.09.24(2509.24) 09/25/2025 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2025.09.22(2509.22) 09/23/2025 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2025.09.05 (2509.5) 09/06/2025 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2025.08.13 (2508.13) 08/14/2025 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2025.07.30 (2507.30) 07/31/2025 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2025.07.16 (2507.16) 07/16/2025 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2025.06.23 (2506.23) 06/24/2025 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2025.06.18 (2506.18) 06/19/2025 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2025.06.13 (2506.13) 06/14/2025 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2025.06.11 (2506.11) 06/12/2025 We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements. 2025.06.09 (2506.9) 06/10/2025
version 2026.03.11(2603.11)
posted on 2026-03-12
We’ve made a few updates to improve your experience and keep things running smoothly. We’ll keep sharing what’s new, so you always know what’s changing.
• Tax planning feature
• Fixed an issue where some users were unable to complete the registration process.
version 2025.10.23(2510.23)
posted on 2025-10-24
Oct 24, 2025
Version 2025.10.23(2510.23)
We update our app regularly to ensure you have the best experience possible. Download the latest version to access new features and improvements. This update includes bug fixes and performance enhancements.



