# The Retirement Planning Group

> Client portal for financial account review, document management, and advisor communication. (iPhone/iPad app by THE RETIREMENT PLANNING GROUP, INC..)

- Source: https://appshunter.io/ios/app/the-retirement-planning-group/id1555124526 (this page in markdown: same URL + `.md`)
- Developer: [THE RETIREMENT PLANNING GROUP, INC.](https://appshunter.io/developer/1425982545)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 4 App Store ratings
- Age rating: 4+
- Requires: iOS 12.4 · 139 MB
- Languages: English
- Released: 2021-03-06
- Data updated: 2026-07-31
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/the-retirement-planning-group/id1555124526/reviews.md

## What is The Retirement Planning Group?

The Retirement Planning Group phone application is a simple, elegant interface that allows clients to review performance, account values, income, distributions, upload and download documents from their vault, link outside accounts to create a holistic Net Worth summaries and receive alerts from TRPG as well as communicate directly with their advisor!

Requirements: You need to be a TRPG client that has been authorized for the phone application. If you would like to request access, please contact your advisor.

## Key features

- Review account performance
- View account values and income
- Upload and download documents
- Link external accounts for net worth summary
- Direct communication with advisor
- Receive alerts from TRPG


## Frequently asked questions about The Retirement Planning Group

### Is The Retirement Planning Group app secure?

The Retirement Planning Group app is designed to be a secure platform for clients to access their financial information. It requires authorization to use, ensuring that only approved clients can log in and view their data.

### What devices does The Retirement Planning Group app support?

The Retirement Planning Group app is available for iPhone, iPad, and iPod devices, offering a consistent experience across Apple's mobile ecosystem.

### How often is The Retirement Planning Group app updated?

The Retirement Planning Group app was last updated on May 5, 2026, indicating a commitment to ongoing maintenance and potential feature enhancements. The latest version is 1.95.

### Can I link outside accounts to The Retirement Planning Group app?

Yes, you can link outside accounts to create a holistic Net Worth summary within The Retirement Planning Group app. This feature helps provide a comprehensive overview of your financial standing.

### How do I get access to The Retirement Planning Group app?

To request access to The Retirement Planning Group app, you must be an existing TRPG client who has been authorized for the phone application. Please contact your advisor to inquire about obtaining access.

### What is the age rating for The Retirement Planning Group app?

The Retirement Planning Group app has an age rating of 4+, making it suitable for a wide range of users. This rating suggests it contains no mature content.

### Does The Retirement Planning Group app have ads?

No, The Retirement Planning Group app does not contain advertisements. As it is a free application, users can expect an ad-free experience.

### What is the user sentiment for The Retirement Planning Group app?

The Retirement Planning Group app has received an excellent rating of 5.0 stars from 4 ratings, indicating a very positive user sentiment among its current client base.

## Version history (last 5 releases)

### 1.96 — 2026-06-13

• Login Security Enhancements
• Performance Improvements
• Bug Fixes

### 1.95 — 2026-05-05

• User login enhancements
• Performance Enhancements
• Bug Fixes

### 1.94 — 2026-03-07

• User login enhancements
• Performance Enhancements
• Bug Fixes

### 1.93 — 2026-01-17

• Updated vault experience
• Performance Enhancements
• Bug Fixes

### 1.92.1 — 2025-12-22

• Vault Enhancements
• Notification Linking Optimization
• Performance Enhancements
• Bug Fixes

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## Related topics

[the retirement planning group](https://appshunter.io/ios/topics/the-retirement-planning-group)

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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 2026-07-31.*