# Together Plan

> Mobile access to financial accounts and advisor communication. (iPhone/iPad app by Mallini Complete Financial Planning, LLC.)

- Source: https://appshunter.io/ios/app/together-plan/id1134046345 (this page in markdown: same URL + `.md`)
- Developer: [Mallini Complete Financial Planning, LLC](https://appshunter.io/developer/1134046344)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 13.0 · 34 MB
- Languages: American English
- Released: 2016-07-14
- Data updated: 2026-07-07
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/together-plan/id1134046345/reviews.md

## What is Together Plan?

Welcome to Together Planning Mobile. This app allows you to view your account information, balances and easily contact your advisor from your mobile device, just as they do from the web-based client portal.

## Key features

- View account information
- Check balances
- Contact financial advisor
- Web portal synchronization
- Mobile access


## Frequently asked questions about Together Plan

### What can I do with Together Plan?

Together Plan allows you to view your financial account information and balances. You can also easily contact your financial advisor directly from your mobile device.

### Is Together Plan secure?

While specific security measures are not detailed, the app aims to provide secure access to your financial information, mirroring the web-based client portal's functionality.

### What financial institutions does Together Plan support?

The provided data does not specify which financial institutions are supported by Together Plan. It is designed to connect users with their specific financial advisor.

### Can I make transactions with Together Plan?

The app description focuses on viewing account information, balances, and contacting an advisor. It does not mention the ability to perform financial transactions.

### How often is Together Plan updated?

Together Plan was last updated on April 11, 2024, with version 5.9.0. This indicates regular updates to maintain functionality and security.

### What devices can I use Together Plan on?

Together Plan is available for iPhone, iPad, and iPod devices, as indicated by its supported devices list.

### Does Together Plan have ads?

No, Together Plan does not contain advertisements, as the 'hasAds' flag is set to false.

### What is the user sentiment for Together Plan?

Together Plan has a perfect rating of 5.0 stars from 1 rating, suggesting a highly positive initial user experience.

## Version history (last 5 releases)

### 5.9.0 — 2024-04-11

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

### 5.5.3 — 2023-09-07

Bug fixes and performance enhancements.

### 5.4.0 — 2023-02-09

Bug fixes and performance updates

### 5.3.2 — 2022-11-23

Bug fixes and performance updates

### 4.4.0 — 2021-07-29

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 2026-07-07.*