Easy access to see my investments and secure documents
My advisor is great. Now his app is even better. Thank you
Free
About
Access your investment accounts with a registered investment advisor. View balances, holdings, historical transactions, and performance. Securely store and access important documents.
✓View account balances
✓Track holdings
✓Review historical transactions
✓Monitor investment performance
✓Sort and filter data
✓Access secure documents
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What's New in TWP Mobile
5.19.0
May 29, 2025
- 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
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FAQ
What can I do with TWP Mobile?
TWP Mobile allows you to view your account balances, holdings, historical transactions, and investment performance. You can also sort and filter your data and access secure documents provided by Total Wealth Planning, LLC.
Can I transfer money or trade with TWP Mobile?
No, TWP Mobile is designed for viewing account information only. It does not permit money transfers or trading activities.
Is TWP Mobile secure?
Yes, the app provides secure access to your accounts and investments, and allows you to store and access secure documents. It is developed by Total Wealth Planning, LLC, a registered investment advisor.
What devices does TWP Mobile support?
TWP Mobile is available for iPhone, iPad, and iPod devices.
How often is TWP Mobile updated?
The app was last updated on May 29, 2025, indicating regular maintenance and updates from the developer, TotalWealth Planning, LLC.
What is the age rating for TWP Mobile?
TWP Mobile has an age rating of 4+, making it suitable for a wide range of users.
Does TWP Mobile have ads?
No, TWP Mobile does not contain advertisements. As a free client access tool, it focuses on providing a clean viewing experience.
What are the benefits of using TWP Mobile?
The primary benefit is convenient, on-the-go access to your investment details and secure documents, allowing you to monitor your financial status anytime, anywhere.
