TWP Mobile app for iPhone and iPad

4.6 ( 7536 ratings )

Business Utilities Finance
Developer: Total Wealth Planning, LLC

Free

Current version: 5.5.2, last update: 6 months ago
First release : 17 Dec 2015
App size: 32.9 Mb

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.