Compound Planning1.6 - App Store

Compound Planning brings your entire financial life into one place - and keeps it updated automatically.

It gives you a complete picture of your net worth, investments, equity, real estate, and liabilities, all organized in a real-time financial dashboard. You also get a secure vault for your financial, tax, and estate documents - each tagged to the right assets so they’re always easy to find.

Compound Planning is built for people who want to simplify their complex financial lives. It brings every account, asset, liability, and document together so you can stay organized and make confident decisions with your money.

If you already have a Compound Planning dashboard, you can sign in and start using it on your iPhone.

If you’re new to Compound Planning, go to compoundplanning.com on any desktop browser to create a dashboard and connect your accounts.

Key features:

→ 1,000+ integrations: Banks, credit cards, 401(k)s, company equity, crypto, real estate, mortgages, and more.

→ Net Worth Monitoring: Your personal balance sheet updates automatically as account values change.

→ Document Vault: Store your financial, tax, and estate documents in one secure place.

→ Full Visibility: Every account, every holding, every liability - clearly organized.

→ Bank-Level Security: Your data is encrypted and protected at every step.

The Compound Planning iOS app is built by Compound Planning, Inc., a digital family office managing more than $5 billion for high-net-worth founders, early employees, executives, retirees, and families. Our 50+ advisors combine modern technology with deep expertise across investments, taxes, estate planning, and equity compensation to help clients manage their entire financial lives in one place. Compound Planning, Inc. was named one of America’s Top RIA Firms by Forbes (2025) and one of America’s Top RIAs and 50 Fastest Growing RIAs by Financial Advisor Magazine (2024, 2025), and featured in TechCrunch, Forbes, Barron’s, and The New York Times.

Compound Planning, Inc (“Compound Planning”) is an SEC-registered investment adviser.

Learn more at https://compoundplanning.com

Disclosures: https://legal.compoundplanning.com/
Terms of Service: https://legal.compoundplanning.com/terms-of-service
Privacy Policy: https://legal.compoundplanning.com/privacy-policy

Compound currently supports US financial institutions.

Version History Stay connected to your finances and your advisor with new account, contact, and home screen updates.

- Connect your Coinbase account and keep your balances up to date.
- Explore the redesigned Account screen, with easier access to your profile and account tools.
- View your advisor’s profile and quickly email, call, or schedule time with them.
- Keep your advisor close at hand with a new home screen widget.
- Plus bug fixes and performance improvements. 1.6 Sep 21 Take control of your financial accounts with new ways to connect and manage them.

- Connect accounts from thousands more financial institutions.
- Add and manage manual bank and investment accounts.
- New account controls: include or exclude accounts from your net worth, hide, or remove them entirely.
- Plus Face ID fixes, security, and performance improvements. 1.5 Jul 28 Track your company equity, all in one place.
- Connect your Carta or Shareworks account to import grants and holdings automatically.
- Prefer to do it yourself? Add and manage equity holdings manually.
- See detailed grant and holding info anytime.
- Plus bug fixes and performance improvements. 1.4 Jun 23 - You can now sign up and create your Compound dashboard directly from your phone, without opening a browser.
- If you have access to multiple dashboards, you can switch between them directly from the app without logging out and back in.
- Bug fixes and performance improvements. 1.3 May 18 Fewer bugs, smoother flows, and a big step forward for in-app setup. This release brings Add Account to iOS along with general fixes and improvements, letting you add certain account types directly from the app so you no longer need to go to the web to get started. 1.2 Apr 1 General improvements and bug fixes 1.1.3 Feb 4 The Compound experience, now on mobile. 1.1.2 12/17/2025 In an effort to further focus on building an exceptional web application experience, Compound will be temporarily sunsetting support for our iOS app.
The app will continue to display and present your dashboard data, however we will be discontinuing help desk support for the app and any ongoing app bug fixes, and app updates.

While we recognize and apologize for the inconvenience this may cause, our commitment to providing the best possible experience on web is ultimately what drove this decision. Mobile is still a key part of our longer term Product strategy, and we expect to renew investment in mobile apps in the near future. Please reach out to your advisor if you have any questions or concerns about this change, or if you'd like to participate in an early beta when we begin to relaunch our mobile client experience. 1.1.1 03/25/2024 Your Compound app now offers greater detail and insight into Compound investment accounts.

Specifically, you can:
• View Compound Invest account information in a dedicated tab, with performance, income, trades, and deposit information
• View detailed performance data for each account or all accounts, compared against market index benchmarks
• View transaction details with easy-to-manage filters for trades, transfers, and dividends 1.1.0 08/24/2023 Your Compound app now offers improved sign-in options, better synced net worth data (across iOS and webapp), and more transaction information for investment accounts.

Specifically, you can:
- Sign in with one of the recovery codes created when you set up Two-Factor Authentication
- Expand or collapse different sections of the Net Worth screen and see those changes reflected on webapp and vice versa (changes in webapp will be reflected in the mobile app)
- View transaction details for all synced investment accounts, including those managed outside of Compound 1.0.10 07/13/2023 New improvements. 1.0.9 07/10/2023 New improvements. 1.0.8 05/20/2023 On your Compound app you can now access different reports (e.g. proposals, analysis, and more) that your Compound advisory team publishes for you. When you have a report available, you will see it in the new Reports tab at the bottom of the screen 1.0.7 05/09/2023 New improvements. 1.0.6 04/13/2023 New improvements. 1.0.5 04/11/2023 Vault on mobile now supports the same advanced tagging available on the Compound webapp dashboard. Specifically, you can:
- Add or remove details to a Vault file (e.g. account, document type, year/quarter, or custom tags) that are available on the webapp. (Currently, custom tags can still only be created on the webapp)
- View and filter Vault files by tag, or set of tags
- Share images or PDFs from apps outside of Compound (e.g. Dropbox, Google Drive) into the Compound Vault
- Continue to tag Vault files as tax-related if you are a current Compound tax filing client 1.0.4 04/10/2023 Trade notifications have been improved with some new features. Specifically, you can:
- View detailed notes for a trade notification, which can contain pro-rata information as well as other details from your Financial Advisor
- Confirm that a trade specifies approximate amounts 1.0.3 03/07/2023 You can now label Vault documents as tax filing-related on your mobile device if you are a current Compound tax filing client. Specifically, you can:
- Mark a document with a tax document type (e.g. W-2, 1099, 1040) and for the current tax filing year (2022), and have it automatically show up in Tax Vault on webclient for tax filing team to review
- Explicitly mark any document as tax-related for the current tax filing year, and have it automatically show up in Tax Vault on webclient for tax filing team to review 1.0.2 02/23/2023 You can now receive trade notifications from Compound’s investment operations team and manage trades on your mobile device. Specifically, you can:
- Receive requests for confirmation of trades via push notifications
- Accept or reject trade notification requests
- View trade notifications that are pending your action, executing, completed, or expired 1.0.1 02/03/2023 1.0.0 12/01/2022