OneAscent Portal

OneAscent Financial Services, LLC Finance iPhoneiPadiPod touch

OneAscent Portal is a free Finance app for iPhone and iPad by OneAscent Financial Services, LLC. Requires iOS 15.6. Updated March 25, 2026.

Price: Free; on the App Store
Size: 60 MB; Age 4+
Updated: Mar 25; 2026 · v5.22.3

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About OneAscent Portal

The OneAscent mobile phone application enables authorized OneAscent clients to access portfolio data in a simple, elegant interface.

What’s new

Version 5.22.3 · Updated March 25, 2026

- Transactions changing to activity tab for managed accounts - Positions changing to allocation tab for managed accounts - Household info section in settings - Biometrics improvement - Performance bar chart - Net worth legend and portfolio graph optimization - Bug fixes

App privacy

The developer, OneAscent Financial Services, 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:

Financial Info: Other Financial Info
Contact Info: Email Address
Identifiers: User ID, Device ID
Diagnostics: Crash Data, Performance Data

Used for: App Functionality, Other Purposes

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:

Usage Data: Product Interaction

Used for: Product Personalization

App details

OneAscent Portal is a free Finance app for iPhone, iPad and iPod touch, developed by OneAscent Financial Services, LLC. It requires iOS 15.6 or later and is 60 MB to download. It was first released on July 8, 2024 and last updated on March 25, 2026.

Category: Finance
Price: Free
Version: 5.22.3
Size: 60 MB
Requires: iOS 15.6 or later
Compatibility: iPhone, iPad, iPod touch
Languages: English
Age rating: 4+
Released: July 8, 2024
Last updated: March 25, 2026
Developer: OneAscent Financial Services, LLC

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Alternatives to OneAscent Portal

Looking for apps like OneAscent Portal? Here are 6 similar apps on the App Store. The highest rated is Kingdom Advisors (5.0/5), and all 6 are free to download.

OneAscent Portal vs. alternatives
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OneAscent Portal	–	Free	March 25, 2026
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