# Whelan Financial

> Mobile client portal for viewing financial portfolios and statements. (iPhone/iPad app by Whelan Financial, Inc..)

- Source: https://appshunter.io/ios/app/whelan-financial/id1493970141 (this page in markdown: same URL + `.md`)
- Developer: [Whelan Financial, Inc.](https://appshunter.io/developer/1493970140)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 2 App Store ratings
- Age rating: 4+
- Requires: iOS 15.6 · 61 MB
- Languages: American English
- Released: 2020-01-07
- Data updated: 2026-06-01
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/whelan-financial/id1493970141/reviews.md

## What is Whelan Financial?

Access your Whelan Financial Client Portal on your mobile device! View your portfolio balances, performance, quarterly statements, and more…anytime.

## Key features

- View portfolio balances
- Track performance
- Access quarterly statements
- Mobile client portal
- Real-time updates


## Frequently asked questions about Whelan Financial

### What can I do with Whelan Financial?

Whelan Financial allows you to access your client portal on your mobile device. You can view your portfolio balances, track performance, and access quarterly statements anytime.

### Is Whelan Financial free to use?

Yes, Whelan Financial is available for free. The app is free to download and use, with no associated costs for accessing your financial information.

### What devices does Whelan Financial support?

Whelan Financial is designed for iOS devices, including iPhone, iPad, and iPod. It is optimized for a seamless experience across these Apple products.

### How secure is Whelan Financial?

While specific security measures are not detailed, financial client portals typically employ robust security protocols to protect user data. Whelan Financial is rated 5.0 stars, suggesting a positive user experience regarding its functionality and reliability.

### How often is Whelan Financial updated?

The latest version of Whelan Financial is 5.22.1, last updated on February 7, 2026. This indicates regular updates to maintain functionality and security.

### What is the age rating for Whelan Financial?

Whelan Financial has an age rating of 4+. This means it is suitable for users of all ages, with no content restrictions.

### Does Whelan Financial have ads?

No, Whelan Financial does not contain advertisements. The app is free and ad-free, providing an uninterrupted experience for users.

### What do users think of Whelan Financial?

Whelan Financial has received a perfect 5.0-star rating from 2 reviews. This high rating suggests that users are very satisfied with the app's performance and features.

## 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 — 2025-06-02

- 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

### 5.16.0 — 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

### 5.9.0 — 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 2026-06-01.*