# MPW Mobile

> MPW Mobile (iPhone/iPad app by Monterey Private Wealth, Inc.)

- Source: https://appshunter.io/ios/app/mpw-mobile/id1261526346 (this page in markdown: same URL + `.md`)
- Developer: [Monterey Private Wealth, Inc](https://appshunter.io/developer/1261526345)
- Category: Finance, Business
- Price: Free
- Age rating: 4+
- Requires: iOS 13.4 · 41 MB
- Languages: English
- Released: 2017-07-20
- Data updated: 2026-05-19
- User reviews in markdown: https://appshunter.io/ios/app/mpw-mobile/id1261526346/reviews.md

## What is MPW Mobile?

With the Monterey Private Wealth Mobile app, you can stay connected to your financial advisor, view your accounts and investments, and retrieve statements and reports. Features: - Access your accounts securely and quickly using your existing Monterey Private Wealthy Mobile username and password. (Don’t have one? Call us today to activate it.) -View account balances, individual investments and market values, and asset allocation -Track performance for all your accounts individually or in aggregate -Review account transactions and activity -Access and download quarterly statements from Monterey Private Wealth and other documents posted to your MPW connect client web portal -Stay up-to-date with recent advisor commentary and announcements -Contact your advisor quickly and easily


## Version history (last 5 releases)

### 5.17.1 — 2025-04-15

- 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 — 2024-09-05

- 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 — 2024-04-02

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

### 5.5.3 — 2023-09-07

Bug fixes and performance enhancements.

### 5.4.1 — 2023-04-19

Updated logo

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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 2026-05-19.*