# Monarch Mobile

> Mobile app for accessing and managing financial information and performance reports. (iPhone/iPad app by Monarch Wealth Strategies.)

- Source: https://appshunter.io/ios/app/monarch-mobile/id6470506858 (this page in markdown: same URL + `.md`)
- Developer: [Monarch Wealth Strategies](https://appshunter.io/developer/1713778973)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 3 App Store ratings · 1 written reviews indexed
- Age rating: 4+
- Requires: iOS 15.6 · 1 MB
- Languages: American English
- Released: 2023-10-27
- Data updated: 2026-08-21
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/monarch-mobile/id6470506858/reviews.md

## What is Monarch Mobile?

Gain the ultimate convenience of accessing your financial information anytime, anywhere with the Monarch Mobile app delivered by the Monarch Wealth Strategies team. Monarch Mobile gives you a snapshot of your assets and accounts with dashboard control access to view financial statements, performance reports, and more. 
 Key features include: 
 - Protection of your information through a secure environment 
 - Access to your financial information in a clear and simple format 
 - A snapshot of your portfolio and performance reports 
 - Share information with your trusted advisor, before, during and after meetings

## Key features

- Secure financial information access
- Dashboard control for assets and accounts
- View financial statements
- Access performance reports
- Share information with advisors

## Recent user reviews (1 of 1)

All indexed reviews: https://appshunter.io/ios/app/monarch-mobile/id6470506858/reviews.md

### 1/5 — Monarch lost my data

*2025-01-25*

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

## Frequently asked questions about Monarch Mobile

### 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.

## Version history (last 5 releases)

### 6.0 — 2026-08-14

A refreshed version of this app.

### 5.22.1 — 2026-02-06

- 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

### 5.20.6 — 2026-01-30

- iOS permission message enhancement

### 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

### 5.17.0 — 2025-01-27

- 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

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## Related topics

[monarch mobile](https://appshunter.io/ios/topics/monarch-mobile)

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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 2026-08-21.*