# PAG Mobile

> PAG Mobile (iPhone/iPad app by Prosperity Advisory Group LLC.)

- Source: https://appshunter.io/ios/app/pag-mobile/id1630993390 (this page in markdown: same URL + `.md`)
- Developer: [Prosperity Advisory Group LLC](https://appshunter.io/developer/1630993392)
- Category: Finance, Business
- Price: Free
- Age rating: 4+
- Requires: iOS 15.6 · 61 MB
- Languages: American English
- Released: 2022-06-22
- Data updated: 2026-06-01
- User reviews in markdown: https://appshunter.io/ios/app/pag-mobile/id1630993390/reviews.md

## What is PAG Mobile?

Clients of Prosperity Advisory Group, LLC can now stay on track with their financial prosperity anytime, anywhere with access to their portfolio balance, performance information, and secure document sharing on the go. 
 
 Important Notices and Disclosures 
 To use this app, you must be a registered user of the Prosperity Advisory Group, LLC client portal. To register for first time access or help resetting login credentials, please contact your advisor’s office. Please note, this app is for information reporting purposes only. To initiate transactions or to make changes to your information / accounts, please contact the advisor’s office directly. Information reported on the app does not supersede any information you receive from the reporting financial institution directly. 
 Securities offered through Cadaret, Grant & Co, Inc., Syracuse NY - Member FINRA and SIPC. Advisory Services offered through Prosperity Advisory Group, LLC, an SEC Registered Investment Advisor. Prosperity Advisory Group, LLC, and Cadaret, Grant & Co, Inc. are separate entities.


## Version history (last 5 releases)

### 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

### 5.9.0 — 2024-04-15

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

### 5.5.2 — 2023-09-07

Bug fixes and performance enhancements.

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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 2026-06-01.*