# OneAscent Portal

> OneAscent Portal (iPhone/iPad app by OneAscent Financial Services, LLC.)

- Source: https://appshunter.io/ios/app/oneascent-portal/id6514323792 (this page in markdown: same URL + `.md`)
- Developer: [OneAscent Financial Services, LLC](https://appshunter.io/developer/1755778601)
- Category: Finance, Business
- Price: Free
- Age rating: 4+
- Requires: iOS 15.6 · 60 MB
- Languages: American English
- Released: 2024-07-08
- Data updated: 2026-06-02
- User reviews in markdown: https://appshunter.io/ios/app/oneascent-portal/id6514323792/reviews.md

## What is OneAscent Portal?

The OneAscent mobile phone application enables authorized OneAscent clients to access portfolio data in a simple, elegant interface.


## Version history (last 5 releases)

### 5.22.3 — 2026-03-25

- 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

### 5.22.1 — 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

### 5.16.0 — 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 — 2024-09-06

- 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

### 5.13.3 — 2024-07-25

- Bug fixes
- Clients will see their default landing page, MGP financial planning data information, and any transaction notes left by the advisor when logging into the mobile app
- Clients will now have the same experience in mobile as the web client portal
- Custom built video statements within the Document Vault are now accessible via mobile app
- Clients can now review their plan summary, goals, insurance policies, net worth, and cost basis of their positions

## More apps by OneAscent Financial Services, LLC

- [FSG Client Connect](https://appshunter.io/ios/app/fsg-client-connect/id6766546197)

All apps by OneAscent Financial Services, LLC: https://appshunter.io/developer/1755778601

## Related topics

[orion ascent](https://appshunter.io/ios/topics/orion-ascent)

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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 2026-06-02.*