# Milestone FP > Mobile access to Milestone financial accounts, statements, and documents. (iPhone/iPad app by Milestone Financial Planning, LLC.) - Source: https://appshunter.io/ios/app/milestone-fp/id1160822782 (this page in markdown: same URL + `.md`) - Developer: [Milestone Financial Planning, LLC](https://appshunter.io/developer/1160822781) - Category: Finance, Business - Price: Free - Rating: 2.00/5 from 7 App Store ratings · 3 written reviews indexed - Age rating: 4+ - Requires: iOS 12.0 · 0 MB - Languages: American English - Released: 2016-10-03 - Data updated: 2026-06-01 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/milestone-fp/id1160822782/reviews.md ## What is Milestone FP? This mobile app allows you to view the information and balances from all of your Milestone accounts on the go. You can also access your quarterly statements and other documents in the document vault. ## Key features - View account information and balances - Access quarterly statements - Secure document vault - On-the-go financial management ## Recent user reviews (3 of 3) All indexed reviews: https://appshunter.io/ios/app/milestone-fp/id1160822782/reviews.md ### 1/5 — Not working *2023-11-03* Can’t even log in won’t send anything to my email ### 1/5 — Not working *2023-08-09* New to your app, so far not loving it. Can’t log in can’t make payment. In this day and age. These apps should be up and running with no trouble. Please try to fix this problem ### 1/5 — Why won’t any of online services work *2023-04-01* Hello I’m a new customer and I’m looking through the website but I can’t check my balance or make a payment come on now milestone and you know you wrong for not having an application in 2023 im going to try an give you guys a chance. ## Frequently asked questions about Milestone FP ### What can I do with Milestone FP? Milestone FP allows you to view your Milestone account information and balances on the go. You can also access your quarterly statements and other important documents through the app's secure document vault. ### Is Milestone FP secure? The app provides secure access to your financial information and documents. Specific security protocols are not detailed, but it is designed for managing sensitive financial data. ### What devices support Milestone FP? Milestone FP is available for iPhone, iPad, and iPod devices. It is designed for iOS users. ### How often is Milestone FP updated? The latest version is 6.0, and the app was last updated on September 30, 2025. This indicates active development and maintenance. ### What is the age rating for Milestone FP? Milestone FP has an age rating of 4+, making it suitable for a wide range of users. ### Does Milestone FP have ads? No, Milestone FP does not contain advertisements. The app is free to download and use without ad interruptions. ### What are users saying about Milestone FP? Milestone FP has an average rating of 2.0 stars from 7 ratings. User sentiment appears mixed based on the limited feedback available. ### Can I link external bank accounts to Milestone FP? The description indicates that Milestone FP allows you to view information and balances from all of your Milestone accounts. It does not specify support for linking external financial institutions. ## Version history (last 5 releases) ### 6.0 — 2025-09-30 New app for Milestone FP Client Portal ### 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 — 2024-09-11 - 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 ### 5.6.9 — 2024-03-25 - 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 ## Apps similar to Milestone FP | App | Rating | Price | Category | | --- | --- | --- | --- | | [Verve Mobile](https://appshunter.io/ios/app/verve-mobile/id744137103) | 4.8 (7,040) | Free | Finance | | [Blaze Mastercard Mobile](https://appshunter.io/ios/app/blaze-mastercard-mobile/id1446091232) | 4.8 (4,924) | Free | Finance | | [First Savings Mastercard](https://appshunter.io/ios/app/first-savings-mastercard/id1477061316) | 4.7 (4,667) | Free | Finance | | [Imagine Account Center](https://appshunter.io/ios/app/imagine-account-center/id1635053824) | 2.3 (72) | Free | Finance | | [Continental Bank](https://appshunter.io/ios/app/continental-bank/id1527526340) | 4.2 (5) | Free | Finance | | [Concora Credit](https://appshunter.io/ios/app/concora-credit/id6449258739) | 3.1 (1,212) | Free | Finance | ## Related topics [milestone mastercard credit card](https://appshunter.io/ios/topics/milestone-mastercard-credit-card) · [milestone card](https://appshunter.io/ios/topics/milestone-card) · [milestone mastercard](https://appshunter.io/ios/topics/milestone-mastercard) · [milestone credit card](https://appshunter.io/ios/topics/milestone-credit-card) · [xprotect](https://appshunter.io/ios/topics/xprotect) · [fpfinance](https://appshunter.io/ios/topics/fpfinance) --- *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.*