# HFG Mobile

> HFG Mobile (iPhone/iPad app by DDFG, Inc.)

- Source: https://appshunter.io/ios/app/hfg-mobile/id6443725470 (this page in markdown: same URL + `.md`)
- Developer: [DDFG, Inc](https://appshunter.io/developer/1648767848)
- Category: Finance, Business
- Price: Free
- Age rating: 4+
- Requires: iOS 15.6 · 61 MB
- Languages: American English
- Released: 2022-10-11
- Data updated: 2026-06-01
- User reviews in markdown: https://appshunter.io/ios/app/hfg-mobile/id6443725470/reviews.md

## What is HFG Mobile?

Highlights of what's available within the client portal app: • Managed account summary: Aggregate and individual account level holdings and performance over time • Financial plan - Access to your financial plan – updated with real-time account values. • Reports – easy to understand performance reports • Document Vault – a secure and simple way to get documents to and from our team. Managed account tax documents and statements can be placed here automatically • Credit & Identity Monitoring – via support from Experian, this helps to monitor: financial accounts, loans, address changes, SSN tracing, and dark web monitoring


## 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

### 5.16.0 — 2024-12-14

- 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

### 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

### 5.9.0 — 2024-04-10

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

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| --- | --- | --- | --- |
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| [Sollinda](https://appshunter.io/ios/app/sollinda/id6473197764) | — | Free | Finance |

## Related topics

[hfg mobile](https://appshunter.io/ios/topics/hfg-mobile)

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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.*