
TWP Mobile 4+
Total Wealth Planning, LLC
Designed for iPad
-
- 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
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
Information
- Seller
- TotalWealth Planning, LLC
- Size
- 55.8 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 15.6 or later.
- iPad
- Requires iPadOS 15.6 or later.
- iPod touch
- Requires iOS 15.6 or later.
- Mac
- Requires macOS 12.5 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
- © 2025 Total Wealth Planning, LLC
- Price
- Free