About
Access your financial account details, including balances and performance metrics. This app enables direct communication with your financial advisor.
What's New in Level FA
5.17.0
January 27, 2025
- 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
MoreFAQ
What can I do with Level FA?
Level FA allows you to view your account information, check balances, monitor performance, and contact your financial advisor directly through the app.
Is Level FA secure?
The app is designed for clients of Level Financial Advisors, implying a focus on secure access to sensitive financial data. Specific security protocols are not detailed in the provided description.
What devices support Level FA?
Level FA is available on iPhone, iPad, and iPod devices, as indicated by its supported devices list.
How often is Level FA updated?
The latest version is 5.17.0, last updated on January 27, 2025. This suggests a commitment to regular updates and maintenance.
What is the age rating for Level FA?
Level FA has an age rating of 4+, making it suitable for a wide range of users.
Does Level FA have ads?
No, the app data indicates that Level FA does not contain advertisements.
Can I make transactions through Level FA?
The description focuses on viewing account information and contacting an advisor, not on executing financial transactions within the app.
What is the user feedback on Level FA?
Level FA has a perfect rating of 5.0 stars from 1 review, indicating a highly positive initial user experience.
