# Plum Street

> Plum Street (iPhone/iPad app by Plum Street Advisors LLC.)

- Source: https://appshunter.io/ios/app/plum-street/id1644920454 (this page in markdown: same URL + `.md`)
- Developer: [Plum Street Advisors LLC](https://appshunter.io/developer/1644920456)
- Category: Finance, Business
- Price: Free
- Age rating: 4+
- Requires: iOS 13.4 · 37 MB
- Languages: English
- Released: 2022-09-14
- Data updated: 2025-12-23
- User reviews in markdown: https://appshunter.io/ios/app/plum-street/id1644920454/reviews.md

## What is Plum Street?

Plum Street Advisors Mobile App allows you to: 
 • View quarterly reports 
 • View your account information 
 • View daily performance/holdings 
 • Share documents 
 • Communicate with your advisor 
 • Link outside accounts 
 • View custodial statements (Schwab) 
 • Access tax documents


## Version history (last 5 releases)

### 5.14.0 — 2024-09-11

- 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 — 2024-04-09

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

### 5.5.2 — 2023-09-07

Bug fixes and performance enhancements.

### 5.4.0 — 2023-02-15

Bug fixes and performance updates

### 5.3.0 — 2022-09-14

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 2025-12-23.*