Archived App (Last seen on 18 Jul 2026)
This is an archived listing of the app previously available on the App Store.Although the app is no longer distributed by Apple, you can still view its description, screenshots, version history, ratings, and metadata for reference.
About
Access your financial account details, view balances, and connect with your advisor directly through your mobile device. This app provides a convenient way to manage your finances on the go.
What's New in Townsend Portal
5.16.0
December 15, 2024
- 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
MoreFAQ
What financial institutions does Townsend Portal support?
The provided data does not specify which financial institutions are supported by Townsend Portal. It is designed to allow users to view their account information and balances.
Can I make transactions through Townsend Portal?
The description states the app allows users to view account information and balances, and contact their advisor. It does not mention the capability to make transactions.
How secure is Townsend Portal?
While specific security measures are not detailed, financial apps typically employ industry-standard security protocols to protect user data. Users should always ensure their device is also secured.
What devices is Townsend Portal available on?
Townsend Portal is available on iPhone, iPad, and iPod devices. It is designed for iOS users.
How often is Townsend Portal updated?
The app was last updated on December 15, 2024, with version 5.16.0. This indicates regular updates to maintain functionality and security.
What do users like about Townsend Portal?
With a 5.0-star rating from one review, user sentiment appears highly positive. Users likely appreciate the ease of accessing account information and contacting their advisor.
Does Townsend Portal have ads?
No, Townsend Portal does not contain advertisements. The app is free to download and use without interruption from ads.
What is the age rating for Townsend Portal?
Townsend Portal has an age rating of 4+. This suggests it is suitable for a wide range of users, including younger individuals with adult supervision.
