# Beacon Financial Advisors

> Mobile app for Beacon Financial Advisors clients to view account details and statements. (iPhone/iPad app by Beacon Financial Advisors, Inc..)

- Source: https://appshunter.io/ios/app/beacon-financial-advisors/id1398520512 (this page in markdown: same URL + `.md`)
- Developer: [Beacon Financial Advisors, Inc.](https://appshunter.io/developer/1398520511)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 13.4 · 38 MB
- Languages: American English
- Released: 2018-07-23
- Data updated: 2026-07-07
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/beacon-financial-advisors/id1398520512/reviews.md

## What is Beacon Financial Advisors?

The mobile app for clients of Beacon Financial Advisors in Rye Brook, NY. View your account values, investment holdings, portfolio activity, and monthly statements all on your smartphone.

## Key features

- View account values
- Track investment holdings
- Monitor portfolio activity
- Access monthly statements
- Smartphone access


## Frequently asked questions about Beacon Financial Advisors

### Is Beacon Financial Advisors free to use?

Yes, Beacon Financial Advisors is available for free download and use. There are no charges associated with accessing your financial information through the app.

### What financial information can I see in Beacon Financial Advisors?

You can view your account values, detailed investment holdings, and a summary of your portfolio's activity. The app also allows you to access your monthly statements.

### What devices are supported by Beacon Financial Advisors?

Beacon Financial Advisors is compatible with iPhones, iPads, and iPods. It is designed for iOS devices.

### How secure is Beacon Financial Advisors for my financial data?

While the description does not detail specific security measures, financial apps typically employ industry-standard security protocols to protect user data. It is always recommended to use strong, unique passwords and enable any available two-factor authentication.

### How often is Beacon Financial Advisors updated?

The app was last updated on September 10, 2024, indicating active development and maintenance. The latest version is 5.14.0.

### What is the age rating for Beacon Financial Advisors?

Beacon Financial Advisors has an age rating of 4+, meaning it is suitable for users of all ages. This rating is typical for apps that do not contain mature content.

### Can I manage my investments directly through Beacon Financial Advisors?

The app allows you to view your account values, holdings, and activity, but it does not mention direct investment management capabilities. It serves primarily as a reporting and viewing tool for your existing accounts.

## Version history (last 5 releases)

### 5.14.0 — 2024-09-10

- Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes

### 5.9.0 — 2024-04-11

- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature

### 5.5.2 — 2023-09-06

Bug fixes and performance enhancements.

### 5.4.0 — 2023-02-07

Bug fixes and performance updates

### 5.3.0 — 2022-08-30

Bug fixes and performance updates

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## Related topics

[beacon financial advisors](https://appshunter.io/ios/topics/beacon-financial-advisors)

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-07-07.*