# Pinkerton Mobile

> Pinkerton Mobile (iPhone/iPad app by Pinkerton Retirement Specialists LLC.)

- Source: https://appshunter.io/ios/app/pinkerton-mobile/id6547858864 (this page in markdown: same URL + `.md`)
- Developer: [Pinkerton Retirement Specialists LLC](https://appshunter.io/developer/1757627968)
- Category: Finance, Business
- Price: Free
- Age rating: 4+
- Requires: iOS 13.4 · 42 MB
- Languages: English
- Released: 2024-07-16
- Data updated: 2025-11-25
- User reviews in markdown: https://appshunter.io/ios/app/pinkerton-mobile/id6547858864/reviews.md

## What is Pinkerton Mobile?

Access your accounts on the go. Our mission is to empower you, your family, and your business to achieve your financial and life goals by serving as your most trusted advisor, and providing a level of service beyond anything you have ever experienced. For more information, please visit www.pinkertonretirement.com.


## Version history (last 4 releases)

### 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 — 2024-09-05

- 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

### 5.13.3 — 2024-08-21

- 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

### 5.13.2 — 2024-07-16

No release notes.

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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 2025-11-25.*