# KeystonePrivate

> Mobile app for clients to view financial account information and balances. (iPhone/iPad app by Cypress Private Wealth, LLC.)

- Source: https://appshunter.io/ios/app/keystoneprivate/id1575919017 (this page in markdown: same URL + `.md`)
- Developer: [Cypress Private Wealth, LLC](https://appshunter.io/developer/1575919019)
- 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: 2021-07-09
- Data updated: 2026-06-01
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/keystoneprivate/id1575919017/reviews.md

## What is KeystonePrivate?

Keystone Private Wealth app for clients to view their account information and balances.

## Key features

- View account information
- Check account balances
- Secure client access
- Mobile financial monitoring


## Frequently asked questions about KeystonePrivate

### What is KeystonePrivate used for?

KeystonePrivate is a mobile application designed for clients to view their financial account information and current balances.

### Is KeystonePrivate free to download?

Yes, KeystonePrivate is available for free download on supported devices.

### What devices support KeystonePrivate?

KeystonePrivate is supported on iPhone, iPad, and iPod devices.

### How secure is KeystonePrivate?

The app provides secure access for clients to view their sensitive financial account information.

### When was KeystonePrivate last updated?

The latest version, 5.19.0, was last updated on May 28, 2025.

### What is the age rating for KeystonePrivate?

KeystonePrivate has an age rating of 4+, making it suitable for a wide range of users.

### Does KeystonePrivate have ads?

No, KeystonePrivate does not contain advertisements.

### What is the user rating for KeystonePrivate?

KeystonePrivate has an excellent rating of 5.0 stars based on one user review.

## 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

### 5.17.0 — 2025-01-23

- 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 — 2024-09-05

- 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

### 5.6.1 — 2023-10-20

- 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

### 5.5.2 — 2023-09-02

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 2026-06-01.*