# Orion Mobile > Mobile portfolio tracking and advisor communication tool. (iPhone/iPad app by Orion Advisor Services, LLC.) - Source: https://appshunter.io/ios/app/orion-mobile/id411903634 (this page in markdown: same URL + `.md`) - Developer: [Orion Advisor Services, LLC](https://appshunter.io/developer/411903637) - Category: Finance, Productivity - Price: Free - Rating: 2.40/5 from 21 App Store ratings · 18 written reviews indexed - Age rating: 4+ - Requires: iOS 11.0 · 13 MB - Languages: American English - Released: 2011-01-03 - Data updated: 2026-06-01 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/orion-mobile/id411903634/reviews.md ## What is Orion Mobile? Orion Mobile allows you to easily view your portfolio values and allocations and easily contact your advisor. ## Key features - View portfolio values - Track asset allocation - Contact financial advisor - Secure communication ## Recent user reviews (10 of 18) All indexed reviews: https://appshunter.io/ios/app/orion-mobile/id411903634/reviews.md ### 1/5 — Low-level garbage *2025-10-08* The only reason people use this app is because their financial advisors were convinced at some point to connect to it. The app is terrible, it has almost no options for understanding your performance. I used to at least open it to check in on overall totals in my retirement accounts. For the past three weeks, however when I click to open the app, it never gets beyond the initial splash screen. It is simply trash made by bad developers who clearly invest no time in maintenance. ### 1/5 — Not got *2025-01-23* Does not load anything. Useless ### 1/5 — Doesn’t work at all! *2024-04-15* Application just hangs and I can’t see the login screen at all. It used to work okay 6-7 months ago maybe and i thought developers just need to do bug fixing. I explained this to my advisor and he experiences the same problem. Seeing that last update was made 2 years ago, i lost my hope for this app. Gladly the web app stills seems to function. ### 2/5 — Extremely Poor App *2023-10-26* Our financial advisor uses this app, and it is one of the poorest financial apps I have used. Only displays in portrait, which is pretty poor when viewed on a tablet. Setting up accounts was very difficult. Finally discovered a programming bug: Email addresses with a dash (-) are not accepted. Dual factor authentications are sent via email, which arrive after the log in has timed out. Portfolio information is OK, but need to get transferred to web site for more account access and information. Basically not ready for prime time. ### 1/5 — Very bad app *2023-04-07* Basically doesn’t function. Doesn’t load properly on an iPhone 14 Pro. It looks like the developer has just walked away from this project. It is not updated. It is garbage. ### 1/5 — Terrible *2022-05-24* Constantly loses the ability to sign in using finger print. Keep having to enter password. Hard to navigate. ### 1/5 — Update covers the performance stats *2021-12-01* My financial advisor uses this app to communicate with its clients. There has been a recent update to the app where you can filter based on individual account. Great idea except where the filter has been placed on the app it covers the performance statistics which is one of the key indicators I use this app for. Please fix this. I have a screen shot of the issue if you want to reach out to me. You’d get a lot more stars if this issue were fixed. ### 1/5 — From the Dinosaur Age *2021-08-13* This App is so rudimentary it’s virtually useless. Please make the investment to have the App function how 21st century users access information - on mobile devices!! Start with edit functionality from a mobile device (e.g. iPad) and, as another rater requested, viewing in landscape. ### 1/5 — Update broke the app *2021-05-08* Gear icon and hamburger icon aren’t usable on iPhone 12 Pro Max. Someone reported this more than TWO WEEKS AGO. It’s laughable. ### 1/5 — Does not Open *2021-05-06* It crashes when you try to open it on iOS14.5 on iPhone 12. ## Frequently asked questions about Orion Mobile ### What is Orion Mobile? Orion Mobile is a free finance app that allows users to view their investment portfolio values and allocations, and easily contact their financial advisor. ### Is Orion Mobile free to use? Yes, Orion Mobile is available for free download and use. It does not have any associated costs or in-app purchases. ### What devices does Orion Mobile support? Orion Mobile is designed for iOS devices, including iPhone, iPad, and iPod. It is not currently available on Android. ### How secure is Orion Mobile for financial data? While the description emphasizes contacting advisors, specific security measures for portfolio data are not detailed. Users should ensure their device and network are secure. ### How often is Orion Mobile updated? The latest version, 4.4.0, was released on January 10, 2022. The app is updated periodically to maintain functionality and security. ### What is the user rating for Orion Mobile? Orion Mobile has a rating of 2.4 stars based on 21 user reviews. This indicates a mixed reception among its user base. ### Can I manage my transactions in Orion Mobile? The app's primary function is viewing portfolio values and allocations, and contacting advisors. Transaction management is not explicitly mentioned as a feature. ### Does Orion Mobile have ads? No, Orion Mobile does not contain advertisements. As a free application, it provides an ad-free experience for users. ## Version history (last 5 releases) ### 4.4.0 — 2022-01-10 Bug fixes and performance updates ### 4.1.1 — 2018-05-03 This app has been updated by Apple to display the Apple Watch app icon. Orion Mobile allows you to easily view your portfolio values and allocations and easily contact your advisor. ### 3.3.0 — 2017-10-10 - Forgot Password - Cloud Storage - Commentary - Fixes account display ### 3.2 — 2015-11-03 iOS 9 Support Touch ID Support ### 2.0.0.1 — 2013-06-27 Improved charting. Idle timeout. ## Apps similar to Orion Mobile | App | Rating | Price | Category | | --- | --- | --- | --- | | [MyRepChat](https://appshunter.io/ios/app/myrepchat/id1242548974) | 3.1 (26) | Free | Finance | | [Orion Financial](https://appshunter.io/ios/app/orion-financial/id1145021938) | 4.6 (2,056) | Free | Finance | | [BFE Mobile](https://appshunter.io/ios/app/bfe-mobile/id1451626005) | 3.9 (12) | Free | Finance | | [Wealthscape℠](https://appshunter.io/ios/app/wealthscape/id1164184928) | 4.8 (2,643) | Free | Finance | | [Schwab Advisor Center® Mobile](https://appshunter.io/ios/app/schwab-advisor-center-mobile/id534260637) | 2.3 (37) | Free | Finance | | [Creative Planning](https://appshunter.io/ios/app/creative-planning/id476300597) | 1.9 (44) | Free | Finance | ## More apps by Orion Advisor Services, LLC - [The Planning Center](https://appshunter.io/ios/app/the-planning-center/id426123946) - [CLS Mobile By Orion Advisor](https://appshunter.io/ios/app/cls-mobile-by-orion-advisor/id977236264) - [Orion Events](https://appshunter.io/ios/app/orion-events/id1421401358) - [Orion Trends](https://appshunter.io/ios/app/orion-trends/id1433655840) - [Orion Wealth Management Portal](https://appshunter.io/ios/app/orion-wealth-management-portal/id1536754515) All apps by Orion Advisor Services, LLC: https://appshunter.io/developer/411903637 ## Related topics [orion mobile](https://appshunter.io/ios/topics/orion-mobile) · [orion wealth management portal](https://appshunter.io/ios/topics/orion-wealth-management-portal) · [orion wealth management](https://appshunter.io/ios/topics/orion-wealth-management) · [orion](https://appshunter.io/ios/topics/orion) · [orion financial](https://appshunter.io/ios/topics/orion-financial) --- *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 2026-06-01.*