# Larson Portal

> Mobile access to financial plans, accounts, insurance, and advisor communication. (iPhone/iPad app by Larson Financial Group, LLC.)

- Source: https://appshunter.io/ios/app/larson-portal/id1336519361 (this page in markdown: same URL + `.md`)
- Developer: [Larson Financial Group, LLC](https://appshunter.io/developer/1336519210)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 15.6 · 53 MB
- Languages: American English
- Released: 2018-01-17
- Data updated: 2026-06-24
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/larson-portal/id1336519361/reviews.md

## What is Larson Portal?

The Larson Financial Mobile App empowers clients by putting their financial information in their hands at all times. Financial plan progress, account balances, insurance policy details, communication with trusted advisors, and more is only a few taps away. The app is provided by Larson Financial for all financial planning and investment management clients. Visit www.LarsonFinancial.com today to learn more.

## Key features

- Financial plan progress tracking
- Account balance overview
- Insurance policy details
- Advisor communication
- Secure access to financial info


## Frequently asked questions about Larson Portal

### 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.

## Version history (last 5 releases)

### 5.19.0 — 2025-05-29

- 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 — 2025-04-16

- 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 — 2024-09-06

- 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

### 5.5.2 — 2023-09-07

Bug fixes and performance enhancements.

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## More apps by Larson Financial Group, LLC

- [Larson Tenant App](https://appshunter.io/ios/app/larson-tenant-app/id1641054557)

All apps by Larson Financial Group, LLC: https://appshunter.io/developer/1336519210

## Related topics

[larson](https://appshunter.io/ios/topics/larson) · [larson portal](https://appshunter.io/ios/topics/larson-portal)

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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 2026-06-24.*