# Tarheel Advisors

> Tarheel Advisors (iPhone/iPad app by Tarheel Advisors, LLC.)

- Source: https://appshunter.io/ios/app/tarheel-advisors/id1617123279 (this page in markdown: same URL + `.md`)
- Developer: [Tarheel Advisors, LLC](https://appshunter.io/developer/1617123281)
- Category: Finance, Business
- Price: Free
- Age rating: 4+
- Requires: iOS 13.4 · 38 MB
- Languages: English
- Released: 2022-04-02
- Data updated: 2026-06-10
- User reviews in markdown: https://appshunter.io/ios/app/tarheel-advisors/id1617123279/reviews.md

## What is Tarheel Advisors?

This Mobile App allows you to view account information, balances and easily contact your advisor.


## Version history (last 5 releases)

### 5.14.0 — 2024-09-14

- 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 — 2024-04-11

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

### 5.5.2 — 2023-09-06

Bug fixes and performance updates

### 5.4.1 — 2023-02-16

Bug fixes and performance updates

### 5.2.18 — 2022-06-26

Bug fixes and performance updates

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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 2026-06-10.*