TWP Mobile 4+

Total Wealth Planning, LLC

Designed for iPad

    • 5.0 • 2 Ratings
    • Free

Screenshots

Description

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.

What’s New

Version 5.19.0

- 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

Ratings and Reviews

5.0 out of 5
2 Ratings

2 Ratings

cinsiggy ,

Easy access to see my investments and secure documents

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

App Privacy

The developer, Total Wealth 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

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