# Longleaf Mobile

> Mobile access to financial account information and team contact. (iPhone/iPad app by Wingstem Services Incorporated.)

- Source: https://appshunter.io/ios/app/longleaf-mobile/id1639889641 (this page in markdown: same URL + `.md`)
- Developer: [Wingstem Services Incorporated](https://appshunter.io/developer/1639554784)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 13.4 · 41 MB
- Languages: English
- Released: 2022-08-16
- Data updated: 2026-06-11
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/longleaf-mobile/id1639889641/reviews.md

## What is Longleaf Mobile?

The Longleaf Advisors' app allows you to view account information, balances, and easily contact our team for help.

## Key features

- View account information
- Check balances
- Contact advisory team
- Secure access


## Frequently asked questions about Longleaf Mobile

### What can I do with Longleaf Mobile?

Longleaf Mobile allows you to view your account information and balances. You can also easily contact the Longleaf Advisors team for assistance directly through the app.

### Is Longleaf Mobile free to use?

Yes, Longleaf Mobile is available for free. There are no charges to download or use the application.

### What devices does Longleaf Mobile support?

Longleaf Mobile is designed for Apple devices, including iPhone, iPad, and iPod. It is not currently available on Android.

### How secure is Longleaf Mobile?

The app provides secure access to your financial information. Specific security protocols are in place to protect user data, though details are not provided in the description.

### When was Longleaf Mobile last updated?

The latest version of Longleaf Mobile, 5.16.0, was last updated on December 14, 2024. This indicates regular maintenance and updates.

### What is the age rating for Longleaf Mobile?

Longleaf Mobile has an age rating of 4+, making it suitable for users of all ages. This rating suggests no mature content.

### How often is Longleaf Mobile updated?

The app was released on August 16, 2022, and has received updates up to December 14, 2024. This suggests a consistent update schedule, likely to improve features and security.

### Does Longleaf Mobile have ads?

No, Longleaf Mobile does not contain advertisements. The app is ad-free, providing an uninterrupted user experience.

## Version history (last 5 releases)

### 5.16.0 — 2024-12-14

- 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 — 2024-09-14

- 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 — 2024-04-15

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

### 5.5.2 — 2023-09-07

Bug fixes and performance enhancements.

### 5.4.0 — 2023-02-10

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 2026-06-11.*