Archived App (Last seen on 4 Mar 2025)
This is an archived listing of the app previously available on the App Store.Although the app is no longer distributed by Apple, you can still view its description, screenshots, version history, ratings, and metadata for reference.
About
Stay connected with your Advisor and your Investments.
- View current account positions, transactions, and performance
- 24/7/365 Access
- Aggregate held-away accounts to see a full view of your financial life
Stay Secure.
- Upload a document to your advisor from your mobile device in a secure environment
- Set up Touch ID ®/Face ID ® to securely login to the app instead of using your password (if your device allows)
Show more
What's New in LifePoint Planning
23.3.0
November 22, 2023
Push Notifications: - When the LifePoint Planning platform generates an alert that requires a Client’s attention, app users can now see the notification in their device's system tray, allowing them to get alerted without needing to log into the app. - Clicking the notification will take the client into the LifePoint Planning mobile app. - Push notifications can be toggled on and off in the app’s settings.
More
