Tru Wealth myVault App – Coming soon!

So, it’s not quite candy crush but we may have come up with the next best thing! Our new Tru Wealth myVault app will provide you with a clear, uncomplicated view of your finances all in one place. Your investments, savings, pensions, insurances, bank accounts, credit cards, store cards, mortgages, loans and property alongside all the associated paperwork.

Everything summarised & Everything secure.

The Tru Wealth myVault app and associated web portal are equipped with bank-level security and encryption – think of it as your personal digital filing cabinet.

Benefits of the Tru Wealth myVault app

  • It gives you financial peace of mind, knowing that your most valuable records are safe and accessible.
  • Obtain a clear, uncomplicated picture of your finances
  • Monitor your income and expenditure
  • View your investment portfolio
  • Track the value of your assets and property price
  • Keep all of your financial records together in one place
  • Access your information when you need it from any device

Your data is protected

We understand we are dealing with sensitive information and take the security of your personal and financial information very seriously. The myVault app uses data encryption & other security methods to ensure that your data is always protected.

We don’t store any of your bank or credit card details or passwords. You simply see a read-only view of your accounts. Our enhanced privacy controls also allow you to decide who your information is shared with, for example, your partner or your adviser.

The myVault app will be available to all clients that receive our ongoing financial planning services.

Watch our short video below to find out more:

For any questions on the myVault app, get in touch or check out our brochure.

To be the first to find out when we launch – sign up to our mailing list below!

© 2024 All Rights Reserved by Tru Wealth Ltd. is an Appointed Representative of Morton Hill Ltd which is authorised and regulated by the Financial Conduct Authority
Tru Wealth Ltd FCA Number 776859 Registered in Scotland No SC440074. Registered address Moncrieff House, 5th Floor 69 West Nile Street, Glasgow, G1 2LT

If you wish to register a complaint, please write to us or telephone 0141 212 3983. A summary of our internal complaints handling procedures for the reasonable
and prompt handling of complaints is available on request, and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman
Service at or by contacting them on +44 800 023 4567.

Back to the top