About
Access your financial plan progress, account balances, and insurance policy details on the go. Stay connected with your financial advisors through secure communication. This app is designed for existing clients to manage their finances easily.
What's New in Larson Portal
5.19.0
May 29, 2025
- 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
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FAQ
What can I do with Larson Portal?
Larson Portal allows you to view your financial plan progress, check account balances, access insurance policy details, and communicate with your financial advisors. It puts your financial information at your fingertips.
Is Larson Portal secure?
Yes, the app is designed to provide secure access to your sensitive financial information. It is provided by Larson Financial Group, LLC, a professional financial services firm.
Who is Larson Portal for?
Larson Portal is exclusively for clients of Larson Financial who are engaged in financial planning and investment management services with the firm.
What devices does Larson Portal support?
Larson Portal is available on iPhone, iPad, and iPod devices. It is designed for iOS users to manage their finances on the go.
How often is Larson Portal updated?
The app was last updated on May 29, 2025, to version 5.19.0. Larson Financial Group, LLC regularly updates the app to ensure optimal performance and security.
What is the rating of Larson Portal?
Larson Portal has an excellent rating of 5.0 stars based on one review. This indicates a very positive user experience among its current users.
Does Larson Portal have ads?
No, Larson Portal does not contain advertisements. As a free service for clients, it focuses on providing a clean and uninterrupted financial management experience.
Can I manage my investments with Larson Portal?
Yes, Larson Portal provides access to your financial plan progress and account balances, which includes information relevant to your investments managed by Larson Financial.
