Easy access to see my investments and secure documents
My advisor is great. Now his app is even better. Thank you
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Details about TWP Mobile
- Released
- Updated
- iOS Version
- Age Rating
- Size
- Devices
- Languages
Features
Developer of TWP Mobile
- Versions
- Price History
- Description
- FAQ
Version History of TWP Mobile
5.14.0
September 10, 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
More5.9.0
April 11, 2024
- Bug fixes - User experience improvements - Added functionality to native Document Vault feature
More5.6.2
November 28, 2023
- 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
More5.5.2
September 6, 2023
Bug fixes and performance updates
5.4.0
February 15, 2023
Bug fixes and performance updates
5.2.18
June 30, 2022
Bug fixes and performance updates
4.4.0
February 1, 2022
Bug fixes and performance updates
4.1.0
June 20, 2018
This app has been updated by Apple to display the Apple Watch app icon. Updates to available integrations
More4.0.0
October 20, 2017
-Forgot Password -Cloud Storage -Commentary -Fixes account display
More3.2.0
December 17, 2015
Price History of TWP Mobile
Description of TWP Mobile
View only account access for clients of Total Wealth Planning, LLC, a registered investment advisor based in Ohio. The client access for iPhone/iPad app lets you access your accounts and investments where and when it’s most convenient. View balances, holdings, historical transactions, and performance. Sort and filter by account, asset class, and time period. This app does not permit money transfers or trading. Store and access secure documents and many other features.
TWP Mobile: FAQ
Does TWP Mobile work on iPads?
Yes, TWP Mobile is iPad-friendly.
Who launched the app?
The app was developed by TotalWealth Planning, LLC.
What iOS version is needed to run the TWP Mobile app?
The minimum iOS requirement for the app is 13.4 or higher.
What is the current app rating?
The TWP Mobile app has a consumer rating of 5 and gets a lot of positive feedback.
What genre is the TWP Mobile app?
The App Category Of Twp Mobile Is Finance.
Which is the latest version of TWP Mobile?
5.14.0 is the current version of TWP Mobile.
When was the most recent TWP Mobile update made available?
The latest TWP Mobile update was released on November 30, 2024.
Do you know when TWP Mobile was first made available?
The TWP Mobile app originally came out on February 5, 2023.
What content advisory rating does TWP Mobile have?
TWP Mobile doesn’t contain potentially objectionable material and is rated TotalWealth Planning, LLC.
What are the languages supported by the TWP Mobile app?
Currently, TWP Mobile supports English.
Is TWP Mobile included in the roster of games on Apple Arcade?
No, TWP Mobile is not on Apple Arcade.
Does TWP Mobile support in-app purchases?
No, TWP Mobile does not support in-app purchases.
Is TWP Mobile designed for Apple Vision Pro integration?
Sorry, TWP Mobile is not designed for integration with Apple Vision Pro.
Are there commercial ads in TWP Mobile?
No, there are no commercial ads in TWP Mobile.