# Concord Mobile

> Financial data access, portfolio tracking, and advisor communication app. (iPhone/iPad app by Concord Wealth Partners, LLC.)

- Source: https://appshunter.io/ios/app/concord-mobile/id1498835743 (this page in markdown: same URL + `.md`)
- Developer: [Concord Wealth Partners, LLC](https://appshunter.io/developer/1498835742)
- 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: 2020-02-12
- Data updated: 2026-07-05
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/concord-mobile/id1498835743/reviews.md

## What is Concord Mobile?

Concord Wealth’s mission is to become our clients’ most valuable resource. We believe values matter and we live by ours every day. Our Mobile App allows clients to access their financial data when it is most convenient. Information provided in the app include the Overview Tab, Accounts Tab, News Tab, Notifications Tab, and the Menu Tab. Overview Tab: This is the landing page for Concord Mobile and shows an interactive graph of the clients Portfolio Value versus Net Amount Invested. The time interval for the graph can be updated directly below its timeframe buttons such as YTD, QTD, 2019, etc. The Accounts section below the graph displays the total value of each category that is a part of the client's portfolio including Cash, Investments, Credit, and Net Worth. Account Tab: This provides a breakdown of each account that is linked to the Orion Client Portal and clicking on an account will show the user the Portfolio Summary, Asset Allocation, Portfolio Return, and Transaction Summary for that account. Clicking on any of these items will also lead to more specific information. News Tab: Your firm's three most recent News Feed posts display on the Overview tab, but all your News Feed and RSS Feed posts will display on the News tab. Notifications Tab: Every time a News Feed or RSS Feed post is created, a push notification will be sent to your client. All notifications will appear within this tab and clicking on a notification allows the user to Mark as read, dismiss this notification, of Turn off notifications pertaining to a certain area. The user can update more settings relating to notifications by navigating to the Settings within the Menu tab. Menu Tab: The Menu tab is where clients can schedule an appointment with their Advisor and update the settings for the mobile app that relate to security and notifications. Your firm's Disclosure, Terms of Service, and Privacy Policy will also be stored within the settings here.

## Key features

- Portfolio value tracking
- Account breakdown
- Transaction summaries
- News and RSS feeds
- Push notifications
- Advisor appointment scheduling
- Security settings


## Frequently asked questions about Concord Mobile

### What financial information can I see in Concord Mobile?

Concord Mobile provides an overview of your portfolio value with interactive graphs, a breakdown of your accounts (Cash, Investments, Credit, Net Worth), and detailed transaction summaries for each linked account.

### How does Concord Mobile help me stay informed?

The app features a News Tab displaying your firm's latest news and RSS feed posts. You will also receive push notifications for new posts, which can be managed within the app.

### Can I schedule meetings with my advisor using Concord Mobile?

Yes, the Menu Tab in Concord Mobile allows you to schedule an appointment directly with your advisor.

### What are the security features of Concord Mobile?

You can update security settings related to your account within the app. The app also stores your firm's Disclosure, Terms of Service, and Privacy Policy for easy access.

### Is Concord Mobile available on multiple devices?

Yes, Concord Mobile is supported on iPhone, iPad, and iPod devices.

### How often is Concord Mobile updated?

The latest version is 5.16.0, and the app was last updated on December 14, 2024, indicating regular updates.

### What is the user rating for Concord Mobile?

Concord Mobile has a high rating of 5.0 stars based on user feedback.

### Does Concord Mobile have ads?

No, Concord Mobile does not contain advertisements.

## 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

### 5.14.1 — 2024-09-23

- 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 — 2024-04-12

- 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 2026-07-05.*