Great app.
Easy to use.
Free
About
Access your financial accounts and statements, track performance, and connect with your advisor. Stay updated with company news and insights through the client portal.
✓View account balances
✓Track performance and holdings
✓Access monthly statements
✓Connect with financial advisor
✓Read blog updates
✓Access The Advisor magazine
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What's New in Fragasso Mobile
5.22.1
February 5, 2026
- Transactions changing to activity tab for managed accounts - Positions changing to allocation tab for managed accounts - Household info section in settings - Biometrics improvement - Performance bar chart - Net worth legend and portfolio graph optimization - Bug fixes
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FAQ
What is Fragasso Mobile?
Fragasso Mobile is a client portal app for Fragasso Financial Advisors. It allows clients to view account balances, performance, holdings, and statements, and to connect with their financial advisor.
Who can use Fragasso Mobile?
Fragasso Mobile is available only to existing clients of Fragasso Financial Advisors. Clients must first establish an online account with the company.
How do I log in to Fragasso Mobile?
You can use the same login credentials that you set up for your web-based Fragasso Financial Advisors account to access the mobile app.
Is Fragasso Mobile secure?
The app emphasizes security by advising users not to share their password with anyone. It uses the same secure login credentials as the web-based account.
What kind of financial information can I see in Fragasso Mobile?
You can view your current account balances, investment performance, and holdings. You also have access to your monthly statements.
Can I communicate with my advisor through Fragasso Mobile?
Yes, the app provides the availability to connect with your financial advisor directly through the portal.
Does Fragasso Mobile have ads?
No, Fragasso Mobile is ad-free. As a client of Fragasso Financial Advisors, you receive free unlimited access to the app without advertisements.
How often is Fragasso Mobile updated?
The latest version of Fragasso Mobile is 5.22.1, last updated on February 5, 2026. Updates are provided by Fragasso Financial Advisors, Inc. to enhance functionality and security.