About MD Wealth
MD Wealth Management client portal Version History - Customized Personal Finances layout within Accounts tab - Positions renamed to Allocation - Performance return chevrons - Repositioned date range calendar selection -...
MD Wealth Management client portal
Version History - Customized Personal Finances layout within Accounts tab - Positions renamed to Allocation - Performance return chevrons - Repositioned date range calendar selection - Linking outside accounts - Minor UI changes and bug fixes 5.19.0 05/29/2025 - Custom date selection for in-depth portfolio review - Users able to toggle between each version of their financial plan - Planning customers may review behavioral finance results from BeFi20 & PulseCheck - Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile! - Bug Fixes 5.14.0 09/10/2024 - Bug fixes - User experience improvements - Added functionality to native Document Vault feature 5.9.0 04/10/2024 - Bug fixes - User experience improvements - Added functionality from the web app to the mobile app on our way to creating a cohesive experience from one device to another 5.6.7 02/24/2024 Bug fixes and performance updates 4.4.0 03/05/2022 4.1.0 12/07/2018
Previous Versions
Here you can find the changelog of MD Wealth since it was posted on our website on 2021-12-15 09:50:24.
The latest version is 5.19.0 and it was updated on 2026-06-20 17:49:41. See below the changes in each version.
MD Wealth version 5.19.0
Updated At: 2026-06-20
Changes: Version History - Customized Personal Finances layout within Accounts tab
- Positions renamed to Allocation
- Performance return chevrons
- Repositioned date range calendar selection
- Linking outside accounts
- Minor UI changes and bug fixes 5.19.0 05/29/2025 - Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes 5.14.0 09/10/2024 - Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature 5.9.0 04/10/2024 - Bug fixes
- User experience improvements
- Added functionality from the web app to the mobile app on our way to creating a cohesive experience from one device to another 5.6.7 02/24/2024 Bug fixes and performance updates 4.4.0 03/05/2022 4.1.0 12/07/2018
MD Wealth version 5.19.0
Updated At: 2025-05-29
Changes: - Customized Personal Finances layout within Accounts tab
- Positions renamed to Allocation
- Performance return chevrons
- Repositioned date range calendar selection
- Linking outside accounts
- Minor UI changes and bug fixes
MD Wealth version 5.19.0
Updated At: 2025-05-29
Changes: May 29, 2025
Version 5.19.0
- Customized Personal Finances layout within Accounts tab
- Positions renamed to Allocation
- Performance return chevrons
- Repositioned date range calendar selection
- Linking outside accounts
- Minor UI changes and bug fixes
MD Wealth version 5.14.0
Updated At: 2024-09-10
Changes: Sep 10, 2024
Version 5.14.0
- Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes
MD Wealth version 5.9.0
Updated At: 2024-04-10
Changes: Apr 10, 2024
Version 5.9.0
- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature
MD Wealth version 5.6.7
Updated At: 2024-02-24
Changes: Feb 24, 2024
Version 5.6.7
- Bug fixes
- User experience improvements
- Added functionality from the web app to the mobile app on our way to creating a cohesive experience from one device to another
MD Wealth version 4.4.0
Updated At: 2022-03-05
Changes: Mar 5, 2022 Version 4.4.0
Bug fixes and performance updates
MD Wealth version -
Updated At: 2022-02-17
Disclaimer
Official App Store Link
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