Plimoth Online Portal
Plimoth Investment Advisors Finance iPhoneiPadiPod touch
Plimoth Online Portal is a free Finance app for iPhone and iPad by Plimoth Investment Advisors. Requires iOS 11.0. Updated December 4, 2025.
- Price
- Free
- on the App Store
- Size
- 20 MB
- Age 4+
- Updated
- Dec 4
- 2025 · v2.0.0
Screenshots
About Plimoth Online Portal
At Plimoth Investment Advisors, we empower our clients to monitor every step of their wealth management journey with confidence. That’s why we offer a simple, intuitive, and engaging platform that provides flexible and secure access to their investment portfolio. Clients can conveniently view their account balances, individual holdings, transactions, and asset allocation. The platform also allows users to retrieve statements and personalize their views by building custom account groups.
What’s new
Version 2.0.0 · Updated December 4, 2025
Major enhancements and bug fixes
App privacy
The developer, Plimoth Investment Advisors, 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:
- Contact Info: Email Address, Phone Number
- Identifiers: User ID, Device ID
Used for: App Functionality
Alternatives to Plimoth Online Portal
Looking for apps like Plimoth Online Portal? Here are 6 similar apps on the App Store.
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1911 Trust Co Access
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Mission Management & Trust Co.
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Nixon Peabody Trust Company
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Texas Gulf Wealth Management
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Devon Wealth and Trust Access
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First Security Wealth Access
| App | Rating | Price | Last updated | Compare |
|---|---|---|---|---|
| Plimoth Online Portal | – | Free | December 4, 2025 | |
| 1911 Trust Co Access | – | Free | Apr 16, 2025 | Compare |
| Mission Management & Trust Co. | – | Free | Mar 24, 2025 | Compare |
| Nixon Peabody Trust Company | – | Free | Mar 19, 2025 | Compare |
| Texas Gulf Wealth Management | – | Free | Feb 4, 2025 | Compare |
| Devon Wealth and Trust Access | – | Free | Dec 3, 2025 | Compare |
| First Security Wealth Access | – | Free | Aug 7, 2026 | Compare |