# Oakmont Capital Mobile

> Mobile access to consolidated investment portfolios across multiple custodians. (iPhone/iPad app by Oakmont Capital Management, LLC.)

- Source: https://appshunter.io/ios/app/oakmont-capital-mobile/id1191974884 (this page in markdown: same URL + `.md`)
- Developer: [Oakmont Capital Management, LLC](https://appshunter.io/developer/1191974883)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 15.6 · 54 MB
- Languages: American English
- Released: 2017-01-11
- Data updated: 2026-07-07
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/oakmont-capital-mobile/id1191974884/reviews.md

## What is Oakmont Capital Mobile?

Stay connected to your portfolio 24/7 through the Oakmont Capital mobile app. This single application gives you access to your consolidated portfolio across multiple custodians.

## Key features

- 24/7 portfolio access
- Consolidated portfolio view
- Connects to multiple custodians
- Secure mobile access
- Real-time financial information


## Frequently asked questions about Oakmont Capital Mobile

### What is Oakmont Capital Mobile?

Oakmont Capital Mobile is a finance application that provides users with 24/7 access to their consolidated investment portfolios across multiple custodians. It aims to keep your financial information readily available on your mobile device.

### Is Oakmont Capital Mobile free to use?

Yes, Oakmont Capital Mobile is available for free. The app is listed as free on its platform, and there are no in-app purchases or subscription fees mentioned.

### What devices support Oakmont Capital Mobile?

Oakmont Capital Mobile is designed for Apple devices, including the iPhone, iPad, and iPod. It is not currently available for Android or other operating systems.

### How secure is Oakmont Capital Mobile?

While specific security features are not detailed, the app's purpose is to provide secure access to sensitive financial data. Users can expect standard security protocols for financial applications of this nature.

### How often is Oakmont Capital Mobile updated?

The app was last updated on May 29, 2025, with version 5.19.0. This indicates a commitment to regular updates and maintenance for the application.

### What is the user rating for Oakmont Capital Mobile?

Oakmont Capital Mobile has a perfect rating of 5.0 stars based on one review. This suggests a highly positive initial user experience.

### Does Oakmont Capital Mobile have ads?

No, Oakmont Capital Mobile does not contain advertisements. The app is listed as having no ads, ensuring an uninterrupted user experience.

### What financial institutions does Oakmont Capital Mobile support?

The app provides access to consolidated portfolios across multiple custodians. Specific names of supported custodians are not listed in the provided data.

## Version history (last 5 releases)

### 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

### 5.16.0 — 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

### 5.14.4 — 2024-12-12

- 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

### 4.4.1 — 2021-04-12

Updated Name

### 4.4.0 — 2021-04-07

- Forgot Password
- Cloud Storage
- Commentary
- Fixes account display

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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 2026-07-07.*