# TCB PWA Portal

> TCB PWA Portal (iPhone/iPad app by Texas Capital Bank.)

- Source: https://appshunter.io/ios/app/tcb-pwa-portal/id1660591204 (this page in markdown: same URL + `.md`)
- Developer: [Texas Capital Bank](https://appshunter.io/developer/1008893665)
- Category: Finance, Business
- Price: Free
- Age rating: 4+
- Requires: iOS 15.6 · 62 MB
- Languages: American English
- Released: 2023-01-04
- Data updated: 2026-07-21
- User reviews in markdown: https://appshunter.io/ios/app/tcb-pwa-portal/id1660591204/reviews.md

## What is TCB PWA Portal?

Through TCB PWA Portal, clients can access their accounts, view investment performance, and asset allocation, monitor credit and access the Document Vault through one singular, streamlined access point. Clients can add external investment accounts, credit cards, and checking or savings accounts through Plaid to enable a holistic view of finances in one convenient location, and account balances, asset allocations and transaction information will update automatically. Clients also have the option to 'co-browse' the TCB PWA Portal application with their Private Wealth Advisor, allowing for real-time, hands-on strategy and planning.


## Version history (last 5 releases)

### 5.23.0 — 2026-07-20

- 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

### 5.22.1 — 2026-02-07

- 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

### 5.17.0 — 2025-01-27

- 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 — 2024-09-07

- 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

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## More apps by Texas Capital Bank

- [Texas Capital Mobile](https://appshunter.io/ios/app/texas-capital-mobile/id1008893666)
- [TCB Wealth](https://appshunter.io/ios/app/tcb-wealth/id1010969036)
- [TCB BankNow](https://appshunter.io/ios/app/tcb-banknow/id1205973282)
- [Bask Bank Mobile](https://appshunter.io/ios/app/bask-bank-mobile/id1472610579)
- [Texas Capital CC Mobile](https://appshunter.io/ios/app/texas-capital-cc-mobile/id6467674777)

All apps by Texas Capital Bank: https://appshunter.io/developer/1008893665

## Related topics

[pwa wealth](https://appshunter.io/ios/topics/pwa-wealth)

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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 2026-07-21.*