# Fragasso Mobile

> Client portal for Fragasso Financial Advisors to manage accounts and connect with advisors. (iPhone/iPad app by Fragasso Financial Advisors, Inc..)

- Source: https://appshunter.io/ios/app/fragasso-mobile/id1393041278 (this page in markdown: same URL + `.md`)
- Developer: [Fragasso Financial Advisors, Inc.](https://appshunter.io/developer/1393041277)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 2 App Store ratings · 1 written reviews indexed
- Age rating: 4+
- Requires: iOS 15.6 · 61 MB
- Languages: American English
- Released: 2018-07-07
- Data updated: 2026-06-01
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/fragasso-mobile/id1393041278/reviews.md

## What is Fragasso Mobile?

As a client of Fragasso Financial Advisors, you can receive free unlimited access to the Fragasso Client Portal and Mobile App. In this new intuitive app, clients can view current account balances, performance, and holdings. You will have access to monthly statements and the availability to connect with your financial advisor. Stay connected to Fragasso with access to blog updates and The Advisor magazine delivered directly to this portal. This app is available only to clients of Fragasso Financial Advisors. Clients must first establish an online account before downloading the app. The same login credentials with set up with your web-based account will work with the app. Please do not share your password with anyone.

## Key features

- View account balances
- Track performance and holdings
- Access monthly statements
- Connect with financial advisor
- Read blog updates
- Access The Advisor magazine

## Recent user reviews (1 of 1)

All indexed reviews: https://appshunter.io/ios/app/fragasso-mobile/id1393041278/reviews.md

### 5/5 — Great app.

*2019-11-14*

Easy to use.

## Frequently asked questions about Fragasso Mobile

### 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.

## Version history (last 5 releases)

### 5.22.1 — 2026-02-05

- 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

### 5.19.0 — 2025-05-28

- Customized Personal Finances layout within Accounts tab
- Positions renamed to Allocation
- Performance return chevrons
- Repositioned date range calendar selection
- Linking outside accounts
- Minor UI changes and bug fixes

### 5.14.0 — 2024-09-05

- 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 — 2024-04-10

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

### 5.5.2 — 2023-09-06

Bug fixes and performance updates

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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.*