# Tobias Mobile

> Personalized online financial portal for account and portfolio management. (iPhone/iPad app by TOBIAS FINANCIAL ADVISORS INC.)

- Source: https://appshunter.io/ios/app/tobias-mobile/id888329389 (this page in markdown: same URL + `.md`)
- Developer: [TOBIAS FINANCIAL ADVISORS INC](https://appshunter.io/developer/888329392)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 15.6 · 61 MB
- Languages: American English
- Released: 2014-06-29
- Data updated: 2026-07-04
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/tobias-mobile/id888329389/reviews.md

## What is Tobias Mobile?

The Tobias Mobile App is your fully personalized online financial portal. It allows you to view account information, balances, portfolio performance and stay connected with our team at Tobias Financial Advisors.

## Key features

- Personalized financial portal
- View account information
- Check balances
- Monitor portfolio performance
- Connect with financial advisors


## Frequently asked questions about Tobias Mobile

### What is Tobias Mobile used for?

Tobias Mobile serves as your personalized online financial portal. It allows you to view account information, balances, and portfolio performance, and stay connected with Tobias Financial Advisors.

### Is Tobias Mobile free to use?

Yes, Tobias Mobile is available for free download and use. It does not require any payment to access its core financial management features.

### What devices does Tobias Mobile support?

Tobias Mobile is designed for Apple devices, including iPhone, iPad, and iPod. It is optimized for these platforms to provide a seamless user experience.

### How secure is Tobias Mobile?

As a financial portal, Tobias Mobile is built with security in mind to protect your sensitive account information. Specific security protocols are implemented by Tobias Financial Advisors to ensure data protection.

### Can I see my investment portfolio performance on Tobias Mobile?

Yes, Tobias Mobile allows you to view your portfolio performance directly within the app. This feature helps you track the progress of your investments.

### How often is Tobias Mobile updated?

The app was last updated on February 7, 2026, with version 5.22.1. Frequent updates ensure the app remains functional and secure, though specific update frequency is not detailed.

### Does Tobias Mobile have ads?

No, Tobias Mobile does not contain advertisements. Users can access all features without interruption from promotional content.

### What is the age rating for Tobias Mobile?

Tobias Mobile has an age rating of 4+. This indicates it is suitable for users of all ages, with no mature content restrictions.

## Version history (last 5 releases)

### 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

### 5.16.0 — 2024-12-13

- 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

### 5.14.2 — 2024-11-04

- 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 — 2024-04-08

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

### 5.5.2 — 2023-09-06

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 2026-07-04.*