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My Financial Advisor -Blueleaf

My Financial Advisor -Blueleaf

Your Advisor, Always There.

15 ratings
6 reviews
💰 Finance
Free

Details

Released
May 17, 2021
Updated
April 14, 2026

Developer

Blueleaf Wealth, Inc
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About

Access your complete financial life and communicate directly with your advisor. Receive real-time updates, track portfolio performance, and stay informed about market insights and planning tips. This app provides a transparent and convenient way to manage your finances and engage with your financial professional.

✓Real-time advisor updates
✓Portfolio performance tracking
✓Account balance aggregation
✓Direct communication with advisor
✓Push notifications for updates
✓Market commentary and planning tips
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What's New in My Financial Advisor

3.2.2

April 14, 2026

Fixes a variety of notification bugs

User reviews

Most RecentHighest RatedLowest Rated

Still Not Worth the Effort

UPDATE: This app is still entirely useless. Please don’t waste your time downloading it. It’s disappointing because the website is much better.
RRBMac409h

Not Worth the Effort

This app is entirely useless. Please don’t waste your time downloading it. It’s disappointing because the website is much better.
RRBMac409h

Response from developer

We hear you — and we’ve completely reimagined the app. The latest version includes a real-time feed from your advisor with video and rich content, push notifications for new posts and comments, and a fresh design with light and colorful theme options. We’d love for you to give it another look. If you have any issues, please reach out to support@blueleaf.com.

Login issues

Can’t enter my password cause screen goes blank after
Sslennen

Very easy to use!!

I love this app because I can login and see everything all in one place.
DDALukas1

So useful

Simple to use. Really nice to be able to quickly check on my money all in one place. I love the Face ID login option!
BBeccaM75

Developer apps

Blueleaf Advisor
Blueleaf Advisor

Simplify your practice

💰 Finance

(2)

Free
See developer apps

FAQ

What is My Financial Advisor?

My Financial Advisor is a mobile application designed to provide a direct line of communication between you and your financial advisor. It allows you to view your financial accounts, track portfolio performance, and receive real-time updates and insights from your advisor.

How secure is My Financial Advisor?

While specific security measures are not detailed, the app is powered by Blueleaf, a platform focused on financial data. Users should always practice good digital hygiene, such as using strong passwords and enabling two-factor authentication if available.

What financial institutions are supported by My Financial Advisor?

The provided data does not specify which financial institutions are supported. Users typically need to be invited by their advisor, who then likely connects the relevant accounts through the Blueleaf platform.

Can I see all my account balances in My Financial Advisor?

Yes, the app allows you to see all your account balances in one place. This feature helps you understand your overall financial standing without needing to check multiple statements or platforms.

Does My Financial Advisor have ads?

No, My Financial Advisor does not contain advertisements. The app is free to download and use, focusing solely on providing financial management and advisor communication features.

How often is My Financial Advisor updated?

The latest version of My Financial Advisor is 3.1.4, last updated on March 17, 2026. This indicates a history of updates, suggesting the app is actively maintained by the developer.

What devices does My Financial Advisor support?

My Financial Advisor is available for iPhone and iPod devices. Compatibility with Android devices is not mentioned in the provided data.

What is the user sentiment for My Financial Advisor?

The app has a rating of 3.9 stars from 15 ratings. This suggests a generally positive but mixed user reception, with room for improvement based on user feedback.