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Creative Planning

Creative Planning

by Creative Planning, Inc.

44 ratings
22 reviews
💼 Business
💰 Finance
Free

Details

  • Released
  • Updated
  • November 2, 2011
  • February 5, 2026

Features

Developer

Creative Planning, Inc.
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About

Access your financial portfolio on the go. This app allows you to view your investments and financial plans from your mobile device.

✓Portfolio access
✓Financial planning view
✓Mobile device compatibility
Show original description

What's New in Creative Planning

5.22.1

February 5, 2026

- 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

More

User reviews

Most RecentHighest RatedLowest Rated

Non functional

I’ve never been able to log in. I reached out to my “plan administrator” multiple times but still got nowhere.
Sween63Sween63

Login Does Not Work

Updated and changed passwords, Username, emails and directly copy/pasted from website to app, yet still login functionality does not work on the app.
CleanlyMurphCleanlyMurph

Impossible to log in

Does not accept my credentials! Works fine in my safari browser but cannot log in at all using this app.
thejrod1633thejrod1633

Can't login

App is useless! Can't even login when using the same credentials as the website.
msdb123msdb123

No Landscape Mode

Needs to work in landscape mode. Not going to use this otherwise.
KC KevinKC Kevin
See 17 more reviews

Developer apps

TrueWealth, LLC
TrueWealth, LLC

by Creative Planning, Inc.

💰 Finance
Free
See developer apps

FAQ

What is the security like for Creative Planning?

While specific security features are not detailed in the app description, financial apps typically employ robust encryption and multi-factor authentication to protect user data. Users should always ensure they are using a secure network and strong, unique passwords.

What devices does Creative Planning support?

Creative Planning is available on iPhone, iPad, and iPod devices, making it accessible for users within the Apple ecosystem.

How often is Creative Planning updated?

The app was last updated on February 5, 2026, with version 5.22.1. This indicates a recent update, suggesting ongoing development and maintenance.

What is the age rating for Creative Planning?

Creative Planning has an age rating of 4+, making it suitable for users of all ages.

What are the main user concerns with Creative Planning?

With a rating of 1.9 stars from 44 ratings, user sentiment appears to be largely negative. Common concerns in finance apps often revolve around usability, feature set, or performance issues.

Can I make transactions through Creative Planning?

The app description focuses on accessing your portfolio, implying it is primarily for viewing and monitoring rather than direct transaction capabilities. For specific transaction functionalities, users may need to consult Creative Planning's official website or support.

Is Creative Planning available on Android devices?

Based on the provided information, Creative Planning is supported on iPhone, iPad, and iPod, indicating it is currently an iOS-exclusive application.