TWP Mobile

Total Wealth Planning, LLC Finance iPhoneiPadiPod touch

TWP Mobile is a free Finance app for iPhone and iPad by Total Wealth Planning, LLC. Rated 5.0/5 from 2 ratings. Requires iOS 15.6. Updated May 29, 2025.

Rating: 5.0; 2 ratings
Price: Free; on the App Store
Size: 53 MB; Age 4+
Updated: May 29; 2025 · v5.19.0

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Screenshots

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 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 · Updated May 29, 2025

- 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

App privacy

The developer, Total Wealth Planning, LLC, reported these privacy practices to Apple.

Data Linked to You

The following data, which may be collected and linked to your identity, may be used for the following purposes:

Usage Data: Product Interaction

Used for: Analytics

Data Not Linked to You

The following data, which may be collected but is not linked to your identity, may be used for the following purposes:

Identifiers: Device ID
Diagnostics: Crash Data, Performance Data, Other Diagnostic Data

Used for: Analytics

App details

TWP Mobile is a free Finance app for iPhone, iPad and iPod touch, developed by Total Wealth Planning, LLC. It is rated 5.0 out of 5 from 2 ratings on the App Store, requires iOS 15.6 or later and is 53 MB to download. It was first released on December 17, 2015 and last updated on May 29, 2025.

Category: Finance
Rating: 5.0 / 5 (2 ratings)
Price: Free
Version: 5.19.0
Size: 53 MB
Requires: iOS 15.6 or later
Compatibility: iPhone, iPad, iPod touch
Languages: English
Age rating: 4+
Released: December 17, 2015
Last updated: May 29, 2025
Developer: Total Wealth Planning, LLC

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Alternatives to TWP Mobile

Looking for apps like TWP Mobile? Here are 6 similar apps on the App Store. The highest rated is VYLØS (4.8/5), and all 6 are free to download.

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