PensionPro Mobile

PensionPro Mobile allows the user to access information stored in PensionPro on a smartphone or tablet. Dashboards, Worktrays, client, plan, and contact information are all available for viewing by the user while the creation of new content is limited to adding contacts and To-Dos. When using a laptop, fully functional instances of PensionPro can be installed. For help with installing PensionPro on a laptop, visit the Downloading and Installing PensionPro page.


Tier Availability: Track, Core, Essential, Team, Premium, Business
Security Rights Required: Access to PensionPro


Accessing PensionPro Mobile

To access PensionPro Mobile, browse on a smartphone, tablet, or iPad to Add this website to the home screen or pin it to a start menu for easy access in the future. Listed below are device-specific instructions for creating a shortcut on a mobile device.

Once loaded on the landing page.

  1. Enter an existing PensionPro username and password.
  2. Tap the "Remember Me" box to avoid entering this information in the future.
  3. Verify login information is correct
  4. Tap the “Login” button.

The PensionPro mobile home screen will show a “Search” area as well as the functions relative to a user’s product tier.


Saving the PensionPro Mobile App to a Tablet or Mobile Device

iOS Users:

  1. Open the Safari browser and enter
  2. Tap on the box with the arrow pointing upward. This button is on the bar at the top of the screen on an iPad, and on the bar at the bottom of the screen on an iPhone or iPod Touch.
  3. A slider will open with the option to "Add to Home Screen".
  4. Tap "Add to Home Screen," and enter a name for the icon, or it will default to PensionPro. Tap "Add."
  5. Once added, the origami swan icon will appear on the home screen. Tap to launch the mobile version of PensionPro.

Android Users:

  1. Open the Google Chrome browser and enter
  2. Tap the menu button at the bottom of the screen and tap "Add to home screen."  Enter a name for the shortcut and Save.
  3. Please note: Other popular Android browsers also offer this feature. For example, to use Firefox for Android, tap the menu button, then, tap the Page option, and tap “Add to Home Screen.”

Windows Phone:

  • Open the IE Mobile browser and enter
  • On the bottom of the window, Tap the Ellipsis icon.
  • Tap “Pin to Start.” This will add the mobile version of PensionPro to the Start screen as a tile.


Need Help After Logging In? Learn More About Navigating PensionPro Mobile.



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