# TWP Mobile

> Client portal for Total Wealth Planning, LLC to view investment accounts and documents. (iPhone/iPad app by TotalWealth Planning, LLC.)

- Source: https://appshunter.io/ios/app/twp-mobile/id1067580143 (this page in markdown: same URL + `.md`)
- Developer: [TotalWealth Planning, LLC](https://appshunter.io/developer/1067580142)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 2 App Store ratings · 1 written reviews indexed
- Age rating: 4+
- Requires: iOS 15.6 · 53 MB
- Languages: English
- Released: 2015-12-17
- Data updated: 2026-06-01
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/twp-mobile/id1067580143/reviews.md

## What is TWP Mobile?

View only account access for clients of Total Wealth Planning, LLC, a registered investment advisor based in Ohio. The client access for iPhone/iPad app lets you access your accounts and investments where and when it’s most convenient. View balances, holdings, historical transactions, and performance. Sort and filter by account, asset class, and time period. This app does not permit money transfers or trading. Store and access secure documents and many other features.

## Key features

- View account balances
- Track holdings
- Review historical transactions
- Monitor investment performance
- Sort and filter data
- Access secure documents

## Recent user reviews (1 of 1)

All indexed reviews: https://appshunter.io/ios/app/twp-mobile/id1067580143/reviews.md

### 5/5 — Easy access to see my investments and secure documents

*2024-04-11*

My advisor is great. Now his app is even better. Thank you

## Frequently asked questions about TWP Mobile

### 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.

## Version history (last 5 releases)

### 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

### 5.17.0 — 2025-01-27

- 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

### 5.6.2 — 2023-11-28

- Bug fixes

- User experience improvements

- Added functionality from the web app to the mobile app on our way to creating a cohesive experience from one device to another

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## Related topics

[twp mobile](https://appshunter.io/ios/topics/twp-mobile)

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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 2026-06-01.*