# Level FA

> Mobile app for Level Financial Advisors clients to view accounts and contact advisors. (iPhone/iPad app by Level Financial Advisors, Inc.)

- Source: https://appshunter.io/ios/app/level-fa/id1442667338 (this page in markdown: same URL + `.md`)
- Developer: [Level Financial Advisors, Inc](https://appshunter.io/developer/1442667337)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 15.6 · 62 MB
- Languages: American English
- Released: 2018-11-17
- Data updated: 2026-07-23
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/level-fa/id1442667338/reviews.md

## What is Level FA?

This mobile app, designed for clients of Level Financial Advisors, allows users to view account information, balances, performance, and to contact their advisor.

## Key features

- View account information
- Check balances
- Monitor performance
- Contact financial advisor
- Secure access


## Frequently asked questions about Level FA

### 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.

## Version history (last 5 releases)

### 5.23.0 — 2026-07-19

- 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

### 5.17.0 — 2025-01-27

- 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

### 5.6.2 — 2023-12-08

- Bug fixes

- User experience improvements

- Added functionality from the web app to the mobile app on our way to creating a cohesive experience from one device to another

### 5.5.3 — 2023-09-07

Bug fixes and performance enhancements.

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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 2026-07-23.*