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Screenshots

  • Larson Portal screenshot 1
  • Larson Portal screenshot 2
  • Larson Portal screenshot 3
  • Larson Portal screenshot 4

About Larson Portal

The Larson Financial Mobile App empowers clients by putting their financial information in their hands at all times. Financial plan progress, account balances, insurance policy details, communication with trusted advisors, and more is only a few taps away. The app is provided by Larson Financial for all financial planning and investment management clients. Visit www.LarsonFinancial.com today to learn more.

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, Larson Financial Group 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

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