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This mobile app allows you to view account information, balances, performance, and easily contact your advisor. View Your Full Financial Picture - View your financial accounts with automatic updates - See and update your financial goals - Track investment performance - Monitor your balance sheet Stay Up-to-Date and Informed - View key reports on demand - Securely store and share documents in the document vault Download the MFA Portfolio App today and track your portfolio securely at any time, wherever you go.
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What's New in MFA Portfolio
5.16.0
December 14, 2024
- 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
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