About MV Invest
Use the MV Invest app to view your Martha's Vineyard Investment Advisors account including performance and balances, or to easily contact your advisor. Version History - Transactions changing to activity tab for managed...
Use the MV Invest app to view your Martha's Vineyard Investment Advisors account including performance and balances, or to easily contact your advisor.
Version History - 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 5.23.0 Jul 19 - 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 - Managed account Performance Details - Ability to add manual accounts to portal - Clients may now toggle to Orion related households - Orion Planning Retirement Details (Monte Carlo, Income & Assumptions) - Improved navigation to managed personal finances data - Adviser and firm custom disclosures available in footer - Document Vault improvements - Bug Fixes 5.16.0 12/14/2024 - 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 09/06/2024 - Bug fixes - User experience improvements - Added functionality to native Document Vault feature 5.9.0 04/10/2024 Bug fixes and performance enhancements. 5.5.2 09/07/2023 Bug fixes and performance enhancements 5.5 07/27/2023 Bug fixes and performance updates 4.4.0 10/26/2022 4.1.0 06/14/2019
Previous Versions
Here you can find the changelog of MV Invest since it was posted on our website on 2023-09-07 09:12:45.
The latest version is 5.23.0 and it was updated on 2026-10-06 14:03:13. See below the changes in each version.
MV Invest version 5.23.0
Updated At: 2026-10-06
Changes: Version History - 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 5.23.0 Jul 19 - 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 - Managed account Performance Details
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes 5.16.0 12/14/2024 - 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 09/06/2024 - Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature 5.9.0 04/10/2024 Bug fixes and performance enhancements. 5.5.2 09/07/2023 Bug fixes and performance enhancements 5.5 07/27/2023 Bug fixes and performance updates 4.4.0 10/26/2022 4.1.0 06/14/2019
MV Invest version 5.23.0
Updated At: 2026-07-25
Changes: Version History - 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 5.23.0 6d ago - 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 - Managed account Performance Details
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes 5.16.0 12/14/2024 - 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 09/06/2024 - Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature 5.9.0 04/10/2024 Bug fixes and performance enhancements. 5.5.2 09/07/2023 Bug fixes and performance enhancements 5.5 07/27/2023 Bug fixes and performance updates 4.4.0 10/26/2022 4.1.0 06/14/2019
MV Invest version 5.19.0
Updated At: 2026-07-09
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 - Managed account Performance Details
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes 5.16.0 12/14/2024 - 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 09/06/2024 - Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature 5.9.0 04/10/2024 Bug fixes and performance enhancements. 5.5.2 09/07/2023 Bug fixes and performance enhancements 5.5 07/27/2023 Bug fixes and performance updates 4.4.0 10/26/2022 4.1.0 06/14/2019
MV Invest 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
MV Invest 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
MV Invest version 5.16.0
Updated At: 2024-12-14
Changes: Dec 14, 2024
Version 5.16.0
- Managed account Performance Details
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes
MV Invest version 5.14.0
Updated At: 2024-09-06
Changes: Sep 6, 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
MV Invest 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
MV Invest version 5.5.2
Updated At: 2023-09-07
Changes: Sep 7, 2023
Version 5.5.2
Bug fixes and performance enhancements.
MV Invest version 5.5
Updated At: 2023-07-27
Changes: Jul 27, 2023
Version 5.5
Bug fixes and performance enhancements
Disclaimer
Official App Store Link
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