# Goldstein Advisors

> Mobile app for viewing account information and contacting financial advisors. (iPhone/iPad app by Goldstein Advisors LLC.)

- Source: https://appshunter.io/ios/app/goldstein-advisors/id1660122820 (this page in markdown: same URL + `.md`)
- Developer: [Goldstein Advisors LLC](https://appshunter.io/developer/1660122822)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 15.6 · 53 MB
- Languages: English
- Released: 2022-12-17
- Data updated: 2026-06-10
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/goldstein-advisors/id1660122820/reviews.md

## What is Goldstein Advisors?

This mobile app allows you to view account information, balances, and easily contact your advisor.

## Key features

- View account information
- Check balances
- Contact advisor
- Secure access


## Frequently asked questions about Goldstein Advisors

### What can I do with Goldstein Advisors?

Goldstein Advisors allows you to view your account information and balances. You can also easily contact your financial advisor directly through the app.

### Is Goldstein Advisors secure?

The app is designed for viewing account information and contacting your advisor, implying security measures are in place for financial data access. Specific security protocols are not detailed in the provided information.

### What devices does Goldstein Advisors support?

Goldstein Advisors is available on iPhone, iPad, and iPod devices. It is designed for iOS users.

### How often is Goldstein Advisors updated?

The latest version, 5.19.0, was released on May 28, 2025. This indicates the app is actively maintained and updated by the developer.

### What is the age rating for Goldstein Advisors?

Goldstein Advisors has an age rating of 4+, making it suitable for a wide range of users. This rating suggests general content appropriateness.

### Does Goldstein Advisors have ads?

No, Goldstein Advisors does not contain advertisements. The app is free to download and use without interruptions.

### What is the user rating for Goldstein Advisors?

Goldstein Advisors has a perfect rating of 5.0 stars based on one review. This indicates a highly positive initial user experience.

### When was Goldstein Advisors first released?

Goldstein Advisors was first released on December 17, 2022. It has been available for users for over two years.

## Version history (last 5 releases)

### 5.19.0 — 2025-05-28

- 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

### 5.17.1 — 2025-04-11

- 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

### 5.14.0 — 2024-09-16

- 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 — 2024-04-10

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

### 5.6.4 — 2023-12-11

- 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

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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 2026-06-10.*