# TrinityBridge — Keep track of your investments > Investment portfolio tracker and account activity review for existing clients. (iPhone/iPad app by TrinityBridge Limited.) - Source: https://appshunter.io/ios/app/trinitybridge/id1523506432 (this page in markdown: same URL + `.md`) - Developer: [TrinityBridge Limited](https://appshunter.io/developer/1523506434) - Category: Finance - Price: Free - Age rating: 4+ - Requires: iOS 17.0 · 11 MB - Languages: English - Released: 2020-09-01 - Data updated: 2026-06-06 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/trinitybridge/id1523506432/reviews.md ## What is TrinityBridge? • Monitor portfolio performance • Review account activity and transactions • Analyse your investments • Read documents and notifications • 24/7 access For existing TrinityBridge clients only. To find out more about becoming a client, visit www.trinitybridge.com/get-in-touch. ----------- We are one of the UK’s largest and longest-established providers of financial advice and investment management. In the complex world of money and investing, we provide clarity and clear direction. Professionals, business owners, individuals and families rely on our high-quality financial advice and investment services to preserve and grow their long-term savings and investments. Financial advisers, trustees, consultants and charities trust our proven multi-asset investment management expertise to manage funds on their behalf. Investments can fall as well as rise so you could get back less than you invest. ## Key features - Monitor portfolio performance - Review account activity - Analyze investments - Read documents and notifications - 24/7 access ## Recent user reviews (7 of 7) All indexed reviews: https://appshunter.io/ios/app/trinitybridge/id1523506432/reviews.md ### 2/5 — No longer saves any login details *2025-10-09, version 2.0* Recently the app seems to forget the username and password details every time, which is very frustrating. Then, when you finally get past that and enter further letters from your memorable word, it previously used to jump ahead for you to enter each letter, but now you have to click into each box. Takes so much longer to log in now. ### 1/5 — Very poor app *2024-01-20, version 1.0* Not sure what purpose it is supposed to serve. Requires multiple presses to obtain any useful information. ### 2/5 — Disappointing with clunky authentication *2023-08-15, version 1.0* We’ve just switched to CB and the app feels like we’re going back in time. Biometric authentication should make it easy logging in but the username and password aren’t automatically populated; biometric login (which should fix this) stops working without any reason and the only way to get it working is to reinstall; and either way, you need to enter 3 characters from the memorable phrase. Why? Every other institution is happy with biometrics solely for access so please fix it. If I’d realised how bad the tech is we would have honestly thought twice about switching. ### 4/5 — Review of app *2021-02-18, version 1.0* Using it for a few days now . Just a couple of points . My portfolio is USD base but in the investment list each individual stock has £ sign in front of market value although actual figure is a USD mv. Secondly there is an option of seeing performance over 30 days or one year. However the current mv figure is different on each option - maybe one of them is updating in real time ? Also as well as 30days / 1 year could you add YTD performance as well? Otherwise really good addition to reporting tools. Thanks. ### 1/5 — Almost there *2020-10-09, version 1.0* Great idea shame the biometric log in doesn’t work That would be helpful ### 3/5 — Why the 2nd Check *2020-09-17, version 1.0* Great idea to provide easier access to info on your pension fund, and enabling fingerprint recognition is excellent, but then why do you require the memorable work to be entered? My bank are happy with just a fingerprint, surely it should be good enough for an app like this? ### 4/5 — Welcome *2020-09-14, version 1.0* This is a welcome additional tool for managing our account. Information is limited, but for a first release it is very good. ## Frequently asked questions about TrinityBridge ### Is TrinityBridge available for free? Yes, TrinityBridge is available for free. The app itself does not have a cost to download or use. ### What devices support TrinityBridge? TrinityBridge is supported on iPhone and iPad devices, offering a seamless experience for Apple users. ### How secure is TrinityBridge? TrinityBridge is designed for existing TrinityBridge clients, implying a focus on secure access to sensitive financial information. Specific security protocols are not detailed in the provided information. ### What kind of transactions can I review in TrinityBridge? The app allows users to review account activity and transactions related to their investments. Specific transaction types are not detailed but would typically include trades, dividends, and fees. ### Does TrinityBridge have ads? No, TrinityBridge does not contain advertisements. The app is free to use and does not display any ads. ### How often is TrinityBridge updated? The latest version of TrinityBridge is 2.0, and it was last updated on April 11, 2025. This indicates regular updates to maintain functionality and security. ### What is the age rating for TrinityBridge? TrinityBridge has an age rating of 4+, making it suitable for a wide range of users. This rating suggests minimal content that would be inappropriate for younger audiences. ### Can I use TrinityBridge to open a new account? No, TrinityBridge is exclusively for existing TrinityBridge clients. To learn about becoming a client, you should visit www.trinitybridge.com/get-in-touch. ## Version history (last 2 releases) ### 2.0 — 2025-04-11 The app has been updated to reflect our name change from Close Brothers Asset Management to TrinityBridge. ### 1.0 — 2020-09-01 No release notes. ## Apps similar to TrinityBridge | App | Rating | Price | Category | | --- | --- | --- | --- | | [Charles Stanley Direct](https://appshunter.io/ios/app/charles-stanley-direct/id1297304657) | 5.0 (6) | Free | Finance | | [Royal London](https://appshunter.io/ios/app/royal-london/id1452240242) | 4.6 (29) | Free | Finance | | [MyRathbones](https://appshunter.io/ios/app/myrathbones/id1531142018) | 5.0 (3) | Free | Finance | | [InvestEngine: ETF Investing](https://appshunter.io/ios/app/investengine-etf-investing/id1394442225) | 5.0 (21) | Free | Finance | | [Pensions By Penfold](https://appshunter.io/ios/app/pensions-by-penfold/id1503716125) | — | Free | Finance | --- *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 2026-06-06.*