About TWP Mobile
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...
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.
Version History - 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 5.19.0 05/29/2025 - 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 5.17.0 01/27/2025 - 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 5.14.0 09/10/2024 - Bug fixes - User experience improvements - Added functionality to native Document Vault feature 5.9.0 04/11/2024 - Bug fixes - User experience improvements - Added functionality from the web app to the mobile app on our way to creating a cohesive experience from one device to another 5.6.2 11/28/2023 Bug fixes and performance updates 5.5.2 09/06/2023 Bug fixes and performance updates 5.4.0 02/15/2023 Bug fixes and performance updates 5.2.18 06/30/2022 Bug fixes and performance updates 4.4.0 02/01/2022 This update from Apple will improve the functionality of this app. No new features are included. Updates to available integrations 4.1.0 06/20/2018 -Forgot Password -Cloud Storage -Commentary -Fixes account display 4.0.0 10/20/2017 3.2.0 12/17/2015
Previous Versions
Here you can find the changelog of TWP Mobile since it was posted on our website on 2023-09-06 21:54:16.
The latest version is 5.19.0 and it was updated on 2026-06-24 13:42:06. See below the changes in each version.
TWP Mobile version 5.19.0
Updated At: 2026-06-03
Changes: Version History - 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 5.19.0 05/29/2025 - 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 5.17.0 01/27/2025 - 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 5.14.0 09/10/2024 - Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature 5.9.0 04/11/2024 - Bug fixes
- User experience improvements
- Added functionality from the web app to the mobile app on our way to creating a cohesive experience from one device to another 5.6.2 11/28/2023 Bug fixes and performance updates 5.5.2 09/06/2023 Bug fixes and performance updates 5.4.0 02/15/2023 Bug fixes and performance updates 5.2.18 06/30/2022 Bug fixes and performance updates 4.4.0 02/01/2022 This update from Apple will improve the functionality of this app. No new features are included.
Updates to available integrations 4.1.0 06/20/2018 -Forgot Password
-Cloud Storage
-Commentary
-Fixes account display 4.0.0 10/20/2017 3.2.0 12/17/2015
TWP Mobile version 5.19.0
Updated At: 2025-05-29
Changes: May 29, 2025
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
TWP Mobile version 5.19.0
Updated At: 2025-05-29
Changes: - 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
TWP Mobile version 5.17.0
Updated At: 2025-01-27
Changes: Jan 27, 2025
Version 5.17.0
- 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
TWP Mobile version 5.14.0
Updated At: 2024-09-10
Changes: Sep 10, 2024
Version 5.14.0
- 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
TWP Mobile version 5.9.0
Updated At: 2024-04-11
Changes: Apr 11, 2024
Version 5.9.0
- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature
TWP Mobile version 5.6.2
Updated At: 2023-11-28
Changes: Nov 28, 2023
Version 5.6.2
- Bug fixes
- User experience improvements
- Added functionality from the web app to the mobile app on our way to creating a cohesive experience from one device to another
TWP Mobile version 5.5.2
Updated At: 2023-09-06
Changes: Sep 6, 2023
Version 5.5.2
Bug fixes and performance updates
TWP Mobile version 5.4.0
Updated At: 2023-02-15
Changes: Feb 15, 2023
Version 5.4.0
Bug fixes and performance updates
Disclaimer
Official App Store Link
We do not host TWP Mobile on our servers. We did not scan it for viruses, adware, spyware or other type of malware. This app is hosted by Apple and passed their terms and conditions to be listed there. We recommend caution when installing it.
The App Store link for TWP Mobile is provided to you by apps112.com without any warranties, representations or guarantees of any kind, so access it at your own risk.
If you have questions regarding this particular app contact the publisher directly. For questions about the functionalities of apps112.com contact us.
