Very easy to use!!
I love this app because I can login and see everything all in one place.
Free
Click to generate a QR code for easy access to the app on the App Store
Welcome to My Financial Advisor! We’ve created this app to answer the questions like - How much money do I have? Is it more or less than last time? Why did it change? These are the top questions people, like you, typically ask, and your advisor has made it easy to get answers anytime, anywhere. With My Financial Advisor, you can:
- Check the balances of individual accounts or your entire portfolio.
- Understand how market conditions have impacted your performance
- Review your current investment holdings.
- Get in touch with your advisor through multiple channels.
Because your advisor cares, they’ve made it easier and more convenient to see your complete financial picture straight from your pocket.
If you’re interested in the My Financial Advisor app, contact your advisor for an invitation. If you’ve been invited by your advisor, download the app and get started today.
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What's New in My Financial Advisor
1.6.1
January 15, 2022
Fixes crashes that occurred when the app was opened at the beginning of the year.
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FAQ
Is My Financial Advisor iPad-compatible?
The My Financial Advisor software is not compatible with iPad devices.
Who is the creator of the My Financial Advisor app?
Blueleaf Wealth, Inc developed the My Financial Advisor app.
What should be the minimum iOS version for My Financial Advisor?
The minimum supported iOS version for the My Financial Advisor app is iOS 14.1.
How do users rate My Financial Advisor?
Users have overwhelmingly positive things to say about My Financial Advisor, as evidenced by its stellar rating of 4.3 out of 5.
What genre of app is My Financial Advisor?
The App Category Of The My Financial Advisor App Is Finance.
What is the newest version of My Financial Advisor?
The latest version of the My Financial Advisor app is 1.6.1.
When was the latest My Financial Advisor update?
The latest update for My Financial Advisor was released on December 4, 2024.
When was the My Financial Advisor app released?
The app was initially released on February 5, 2023.
What content advisory rating is assigned to the My Financial Advisor app?
Designed for children, contains no adult material.
What languages is My Financial Advisor available in?
Currently, the My Financial Advisor app supports the following languages: English.
Can I access My Financial Advisor via Apple Arcade's subscription service?
No, My Financial Advisor is not on Apple Arcade.
Is My Financial Advisor equipped with in-app purchases?
No, My Financial Advisor does not feature in-app purchases for users.
Does My Financial Advisor offer compatibility with Apple Vision Pro?
No, My Financial Advisor does not offer compatibility with Apple Vision Pro.
Does My Financial Advisor include ads as part of its experience?
No, My Financial Advisor does not include ads as part of its experience.