About
Access your investment accounts securely on mobile. View performance, balances, and activity. Download statements and tax forms, and share documents with your financial team via an encrypted vault.
What's New in FOA Dashboard
5.14.0
September 6, 2024
- 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
MoreFAQ
What can I do with FOA Dashboard?
FOA Dashboard allows you to securely view your investment accounts, track performance and balances, download custodial statements and tax forms, and share documents with the Five Oceans team via an encrypted vault.
Is FOA Dashboard secure?
Yes, FOA Dashboard provides a secure way to access your financial information and share documents through an encrypted vault. Five Oceans Advisors is also a registered investment adviser with the SEC.
What devices does FOA Dashboard support?
FOA Dashboard is available for iPhone, iPad, and iPod devices.
How often is FOA Dashboard updated?
The latest version of FOA Dashboard is 5.14.0, and it was last updated on September 6, 2024. This indicates regular updates to maintain functionality and security.
Can I log in to FOA Dashboard without setting up my Five Oceans Dashboard first?
No, you must set up your Five Oceans Dashboard before you can log into the FOA Dashboard mobile application.
What is the rating for FOA Dashboard?
FOA Dashboard has a perfect rating of 5.0 stars from 1 rating, suggesting a highly positive user experience among its current users.
Does FOA Dashboard have ads?
No, FOA Dashboard does not contain advertisements. The app is free to download and use.
Who should I contact if I have issues with FOA Dashboard?
If you have any difficulty logging in, questions, or feedback, you can contact Five Oceans Advisors at 310-525-5155 or info@fiveoceansadvisors.com.
