# Searcy Financial Mobile

> Consolidated financial reports for account performance and holdings. (iPhone/iPad app by Searcy Financial Services, Inc..)

- Source: https://appshunter.io/ios/app/searcy-financial-mobile/id1000010083 (this page in markdown: same URL + `.md`)
- Developer: [Searcy Financial Services, Inc.](https://appshunter.io/developer/1000010082)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 2 App Store ratings
- Age rating: 4+
- Requires: iOS 15.6 · 53 MB
- Languages: American English
- Released: 2015-06-10
- Data updated: 2026-06-05
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/searcy-financial-mobile/id1000010083/reviews.md

## What is Searcy Financial Mobile?

Performance Reporting & Financial Plan Summary: Gain access to consolidated reports for all your accounts. These reports are updated daily and provide valuable insights into your performance, capital gains/losses, and current holdings.

## Key features

- Consolidated account reports
- Daily performance updates
- Capital gains/losses tracking
- Current holdings summary
- Financial insights


## Frequently asked questions about Searcy Financial Mobile

### What financial information does Searcy Financial Mobile provide?

Searcy Financial Mobile offers consolidated reports for all your accounts, including daily updates on performance, capital gains/losses, and current holdings.

### How often are the reports in Searcy Financial Mobile updated?

The reports provided by Searcy Financial Mobile are updated daily, ensuring you have access to the most current financial data.

### Is Searcy Financial Mobile free to use?

Yes, Searcy Financial Mobile is available for free download and use.

### What devices is Searcy Financial Mobile compatible with?

Searcy Financial Mobile is compatible with iPhone, iPad, and iPod devices.

### What is the age rating for Searcy Financial Mobile?

Searcy Financial Mobile has an age rating of 4+.

### How secure is Searcy Financial Mobile?

While specific security measures are not detailed, the app is developed by Searcy Financial Services, Inc., a financial services provider, suggesting a focus on data protection.

### When was Searcy Financial Mobile last updated?

The latest version of Searcy Financial Mobile, 5.19.0, was last updated on May 27, 2025.

### Does Searcy Financial Mobile have ads?

No, Searcy Financial Mobile does not contain advertisements.

## Version history (last 5 releases)

### 5.19.0 — 2025-05-27

- Customized Personal Finances layout within Accounts tab
- Positions renamed to Allocation
- Performance return chevrons
- Repositioned date range calendar selection
- Linking outside accounts
- Minor UI changes and bug fixes

### 5.14.1 — 2024-09-18

- 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

### 5.13.0 — 2024-05-13

- 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

### 4.3.0 — 2020-12-26

Updates to available integrations

### 4.0.0 — 2017-10-17

- Forgot Password
- Cloud Storage
- Commentary
- Fixes account display

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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 2026-06-05.*