About
Access and manage all your financial accounts from one place. View balances, asset allocations, and transaction history. Securely share important documents with your advisor and receive notifications for updates.
What's New in FFA Mobile
5.16.0
December 14, 2024
- Managed account Performance Details - Ability to add manual accounts to portal - Clients may now toggle to Orion related households - Orion Planning Retirement Details (Monte Carlo, Income & Assumptions) - Improved navigation to managed personal finances data - Adviser and firm custom disclosures available in footer - Document Vault improvements - Bug Fixes
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FAQ
How secure is FFA Mobile for my financial documents?
FFA Mobile offers a secure document vault for two-way sharing of important documents. Clients can upload documents securely, and the app ensures that sensitive information is protected.
What financial institutions does FFA Mobile support?
FFA Mobile is designed to view accounts managed by First Foundation Advisors. It allows clients to see all their managed accounts in one place, rather than connecting to multiple external institutions.
Can I make transactions directly through FFA Mobile?
FFA Mobile allows you to view your transactions across all your accounts. The current description does not indicate functionality for initiating new transactions directly within the app.
How often is FFA Mobile updated?
FFA Mobile was last updated on December 14, 2024, with version 5.16.0. This indicates a commitment to regular updates and maintenance for the application.
Is FFA Mobile available on Android devices?
FFA Mobile is available on iPhone and iPad. The provided data does not specify support for Android devices.
What is the age rating for FFA Mobile?
FFA Mobile has an age rating of 4+. This means it is suitable for users of all ages, with no content restrictions.
Does FFA Mobile have ads?
FFA Mobile does not contain advertisements. The app is free to download and use without any ad interruptions.
What do users like about FFA Mobile?
Based on the single rating of 5.0 stars, users likely appreciate the convenience of viewing all managed accounts in one place and the secure document sharing feature.
