Creative Planning 4+

Creative Planning, Inc.

Designed for iPad

    • 2.0 • 40 Ratings
    • Free



Access your Creative Planning portfolio through your mobile device

What’s New

Version 5.13.1

- Bug fixes
- Clients will see their default landing page, MGP financial planning data information, and any transaction notes left by the advisor when logging into the mobile app
- Clients will now have the same experience in mobile as the web client portal
- Custom built video statements within the Document Vault are now accessible via mobile app
- Clients can now review their plan summary, goals, insurance policies, net worth, and cost basis of their positions

Ratings and Reviews

2.0 out of 5
40 Ratings

40 Ratings

Floydhed ,


It literally looks like a freshman in high school made this app as a class project. Extremely basic and of little value. You can check your balances and get minimal charts of your historical account values.
Have some pride and get a developer make an app that is useful.

rlindsay11 ,


Nice to be able to see all accounts in one place. Gives basic info like returns, balances, allocations.

So-Be-It 9876 ,

Terrible app

Why did you change the app? The old app was even better than this one! My question is, why change a good thing? This new app is not informative of my account at all. Why does a big financial company have an app that doesn’t help the investor whatsoever? Please go back to the drawing board and get a better app.

App Privacy

The developer, Creative Planning, Inc., 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

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