Monarch lost my data
I pay for this service and one day they failed to sing my bank. I had to restore from the history my bank has but that only goes so far. No all my history is gone forever. Looking for an alternative
Free
About
Access your financial information securely and conveniently on the go. View your assets, accounts, financial statements, and performance reports with a clear, simple interface. Share critical data with your trusted advisor easily.
✓Secure financial information access
✓Dashboard control for assets and accounts
✓View financial statements
✓Access performance reports
✓Share information with advisors
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What's New in Monarch Mobile
5.22.1
February 6, 2026
- Transactions changing to activity tab for managed accounts - Positions changing to allocation tab for managed accounts - Household info section in settings - Biometrics improvement - Performance bar chart - Net worth legend and portfolio graph optimization - Bug fixes
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FAQ
What is Monarch Mobile?
Monarch Mobile is a free finance app that provides convenient access to your financial information, including assets, accounts, statements, and performance reports. It is delivered by the Monarch Wealth Strategies team.
Is Monarch Mobile secure?
Yes, Monarch Mobile emphasizes the protection of your information through a secure environment. This ensures your financial data is kept safe while you access it.
Can I share my financial data with my advisor using Monarch Mobile?
Yes, a key feature of Monarch Mobile is the ability to share your financial information with your trusted advisor. This can be done before, during, and after meetings.
What devices does Monarch Mobile support?
Monarch Mobile is available on iPhone, iPad, and iPod. It is designed for convenient access across Apple's mobile ecosystem.
How often is Monarch Mobile updated?
The latest version of Monarch Mobile is 5.22.1, and it was last updated on February 6, 2026. This indicates a commitment to regular updates and improvements.
What is the age rating for Monarch Mobile?
Monarch Mobile has an age rating of 4+. This means it is suitable for users of all ages.
Does Monarch Mobile have ads?
No, Monarch Mobile does not contain advertisements. As a free application, it focuses on providing a clean user experience without interruptions.
What is the user sentiment for Monarch Mobile based on ratings?
Monarch Mobile has received an excellent rating of 5.0 stars from 3 ratings. This suggests a very positive reception from its current user base.
