# Townsend Portal

> Mobile app for viewing financial account information and contacting advisors. (iPhone/iPad app by Townsend & Associates Inc..)

- Source: https://appshunter.io/ios/app/townsend-portal/id1382358237 (this page in markdown: same URL + `.md`)
- Developer: [Townsend & Associates Inc.](https://appshunter.io/developer/1382358236)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 13.4 · 41 MB
- Languages: American English
- Released: 2018-05-25
- Data updated: 2026-07-18
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/townsend-portal/id1382358237/reviews.md

## What is Townsend Portal?

This Mobile App allows you to view account information, balances and easily contact your advisor.

## Key features

- View account information
- Check balances
- Contact advisor
- Financial management
- Mobile access


## Frequently asked questions about Townsend Portal

### 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.

## Version history (last 5 releases)

### 5.16.0 — 2024-12-15

- 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

### 5.13.3 — 2024-08-06

- Bug fixes
- Clients will see their default landing page, MGP financial planning data information, and any transaction notes left by the advisor when logging into the mobile app
- Clients will now have the same experience in mobile as the web client portal
- Custom built video statements within the Document Vault are now accessible via mobile app
- Clients can now review their plan summary, goals, insurance policies, net worth, and cost basis of their positions

### 4.4.0 — 2021-11-18

Bug fixes and performance updates

### 4.1.1 — 2018-09-26

Updated Images

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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 2026-07-18.*