# FOA Dashboard

> Mobile access to investment accounts, statements, and secure document sharing. (iPhone/iPad app by Five Oceans Advisors, LLC.)

- Source: https://appshunter.io/ios/app/foa-dashboard/id6529548966 (this page in markdown: same URL + `.md`)
- Developer: [Five Oceans Advisors, LLC](https://appshunter.io/developer/1756545921)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 13.4 · 38 MB
- Languages: English
- Released: 2024-07-10
- Data updated: 2026-06-01
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/foa-dashboard/id6529548966/reviews.md

## What is FOA Dashboard?

This app is designed to give you mobile access to your Five Oceans Dashboard and provides you with a secure way to: 
 1) View your investment accounts, activity, performance, balances, and more; 
 2) Download custodial statements, invoices, and tax forms; 
 3) Share documents with the Five Oceans team via the encrypted vault. 
 
 Please contact us at 310-525-5155 or info@fiveoceansadvisors.com if you have any difficulty logging in, have any questions, would like us to walk you through the app, or would like to provide feedback. (NOTE: you must set up your Five Oceans Dashboard before logging into this app.) 
 
 About Us: Five Oceans Advisors is an investment adviser registered with the Securities and Exchange Commission (SEC). We empower Gen X and Gen Y Founders, C-Suite Entrepreneurs, and their families to be who they want to be in the world. For more information, please visit us at https://fiveoceansadvisors.com.

## Key features

- View investment accounts
- Track performance and balances
- Download statements and tax forms
- Secure document sharing
- Encrypted vault for documents


## Frequently asked questions about FOA Dashboard

### 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.

## Version history (last 2 releases)

### 5.14.0 — 2024-09-06

- 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

### 5.13.2 — 2024-07-10

No release notes.

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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 2026-06-01.*