# Burney One

> Unified investment account viewing and financial management tool. (iPhone/iPad app by Burney Company.)

- Source: https://appshunter.io/ios/app/burney-one/id1589121662 (this page in markdown: same URL + `.md`)
- Developer: [Burney Company](https://appshunter.io/developer/1589121664)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 13.4 · 41 MB
- Languages: English
- Released: 2021-10-07
- Data updated: 2026-06-08
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/burney-one/id1589121662/reviews.md

## What is Burney One?

Burney One is your one-stop shop to view all your investment accounts. Check your Burney portfolio balances, activity and performance and link outside accounts in the app to view your complete financial picture, all in one spot. Your Burney Portfolio Manager or Wealth Advisor will also keep you up to date with exclusive Burney Company content, including webinars, blog posts, reports and educational videos.

## Key features

- View all investment accounts
- Track portfolio balances
- Monitor activity and performance
- Link external financial accounts
- Access exclusive advisor content
- View webinars, blog posts, and videos


## Frequently asked questions about Burney One

### What is Burney One?

Burney One is a finance app designed to help you view all your investment accounts in one place. It allows you to track your Burney portfolio and link external accounts for a comprehensive financial overview.

### Is Burney One free to use?

Yes, Burney One is available for free. There are no costs associated with downloading or using the core features of the application.

### What devices does Burney One support?

Burney One is compatible with iPhone, iPad, and iPod devices. It is designed for the Apple ecosystem.

### How secure is Burney One?

While specific security measures are not detailed in the provided data, financial aggregation apps typically employ industry-standard encryption and security protocols to protect user data. It is always recommended to use strong, unique passwords.

### Can I link my bank accounts to Burney One?

The description states you can link 'outside accounts' to view your complete financial picture. This implies the ability to connect various financial institutions beyond just your Burney portfolio.

### How often is Burney One updated?

The app was last updated on December 14, 2024, with version 5.16.0. This indicates regular updates to maintain functionality and security.

### What kind of content can I access through Burney One?

Through Burney One, you can access exclusive content from your Burney Portfolio Manager or Wealth Advisor, including webinars, blog posts, reports, and educational videos.

### What is the age rating for Burney One?

Burney One has an age rating of 4+, making it suitable for a wide range of users. This rating suggests it contains no mature content.

## Version history (last 5 releases)

### 5.16.0 — 2024-12-14

- 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

### 5.14.2 — 2024-10-26

- 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

### 5.9.0 — 2024-04-09

- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature

### 5.5.2 — 2023-09-05

Bug fixes and performance enhancements.

### 5.4.0 — 2023-02-08

Bug fixes and performance updates

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-08.*