Milestone FP

Finance

Free · Designed for iPad

This mobile app allows you to view the information and balances from all of your Milestone accounts on the go. You can also access your quarterly statements and other documents in the document vault.

  • 2.4
    out of 5
    8 Ratings

New app for Milestone FP Client Portal

The developer, Milestone Financial Planning, LLC, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Linked to You

    The following data may be collected and linked to your identity:

    • Usage Data
  • Data Not Linked to You

    The following data may be collected but it is not linked to your identity:

    • Identifiers
    • Diagnostics

Privacy practices may vary, for example, based on the features you use or your age. Learn More

The developer has not yet indicated which accessibility features this app supports. Learn More

  • Seller
    • Milestone Financial Planning, LLC
  • Size
    • 411.6 KB
  • Category
    • Finance
  • Compatibility
    Requires iOS 12.0 or later.
    • iPhone
      Requires iOS 12.0 or later.
    • iPad
      Requires iPadOS 12.0 or later.
    • iPod touch
      Requires iOS 12.0 or later.
    • Mac
      Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
    • Apple Vision
      Requires visionOS 1.0 or later.
  • Languages
    • English
  • Age Rating
    4+
  • Copyright
    • © Copyright 2025 yHLsoft Inc. All Rights Reserved