# Tremont SFG

> Aggregate financial accounts from multiple institutions for a comprehensive overview. (iPhone/iPad app by Tremont Street Financial Group, LLC.)

- Source: https://appshunter.io/ios/app/tremont-sfg/id1561618110 (this page in markdown: same URL + `.md`)
- Developer: [Tremont Street Financial Group, LLC](https://appshunter.io/developer/1561618112)
- 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: 2021-04-06
- Data updated: 2026-07-05
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/tremont-sfg/id1561618110/reviews.md

## What is Tremont SFG?

Your financial wellness is more than just investment performance. Now you can access your financial information all in one place. 
 The Tremont Street FG App gives clarity into your finances in one convenient application. Now you can access all of your financial accounts in one place. Even accounts that are held at different institutions can be accessed through this app, allowing you to get the full picture of your finances in one place. 
 Download the app now and take control of your finances.

## Key features

- Access all financial accounts in one place
- View accounts from different institutions
- Gain clarity into finances
- Take control of finances
- Consolidated financial overview


## Frequently asked questions about Tremont SFG

### Is Tremont SFG secure for linking financial accounts?

While the description emphasizes convenience and clarity, specific security protocols for account linking are not detailed. Users should always exercise caution when connecting financial accounts and review the app's privacy policy.

### What types of financial institutions does Tremont SFG support?

The app allows access to financial accounts held at different institutions, suggesting broad compatibility. However, a definitive list of supported banks or financial service providers is not provided in the description.

### Can I make transactions directly through Tremont SFG?

The description focuses on accessing and viewing financial information. It does not mention any capabilities for initiating or managing transactions directly within the application.

### How often is Tremont SFG updated?

The latest version is 5.22.1, last updated on February 7, 2026. This indicates a recent and active development cycle, suggesting regular updates.

### What is the user sentiment regarding Tremont SFG?

The app has a perfect 5.0-star rating from 1 review. This single review indicates a highly positive initial user experience.

### Is Tremont SFG available on Android devices?

The app is supported on iPhone and iPad. Information regarding Android compatibility is not provided in the current data.

### Does Tremont SFG have ads?

No, Tremont SFG does not contain advertisements. The app is free to download and use without any ad interruptions.

### What is the age rating for Tremont SFG?

Tremont SFG has an age rating of 4+. This means it is suitable for users of all ages.

## 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

### 5.19.0 — 2025-05-29

- Customized Personal Finances layout within Accounts tab
- Positions renamed to Allocation
- Performance return chevrons
- Repositioned date range calendar selection
- Linking outside accounts
- Minor UI changes and bug fixes

### 5.17.1 — 2025-04-16

- 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 — 2024-09-10

- 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 — 2024-04-11

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

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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 2026-07-05.*