# My Financial Advisor -Blueleaf — Your Advisor, Always There.

> Connect with your financial advisor and manage your finances in real-time. (iPhone/iPad app by Blueleaf Wealth, Inc.)

- Source: https://appshunter.io/ios/app/my-financial-advisor-blueleaf/id1521484294 (this page in markdown: same URL + `.md`)
- Developer: [Blueleaf Wealth, Inc](https://appshunter.io/developer/1521484776)
- Category: Finance
- Price: Free
- Rating: 3.93/5 from 15 App Store ratings · 6 written reviews indexed
- Age rating: 4+
- Requires: iOS 15.1 · 38 MB
- Languages: English
- Released: 2021-05-17
- Data updated: 2026-06-04
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/my-financial-advisor-blueleaf/id1521484294/reviews.md

## What is My Financial Advisor?

Your complete financial life, plus a direct line to your advisor.

Your advisor invited you here for a reason — to make sure you’re never in the dark about your money.

Stay in the loop
Get real-time updates from your advisor right in your feed. Market commentary, planning tips, timely insights — delivered the way you’re used to getting information, not buried in email. React, comment, and ask questions directly.

Know where you stand
See all your account balances in one place. Track how your portfolio is performing. Understand what you own and how it’s changed. No hunting through statements or waiting for your next meeting.

Never miss what matters
Push notifications let you know the moment your advisor shares something new or responds to your comment. Important updates come to you — you don’t have to go looking.

Your advisor, in your pocket
My Financial Advisor gives you the connection and transparency that used to require a phone call or office visit. It’s the easiest way to stay engaged with the person managing your financial future.

If you’re interested in the My Financial Advisor app, contact your advisor for an invitation. If you’ve been invited by your advisor, download the app and get started today.

Powered by Blueleaf

## Key features

- Real-time advisor updates
- Portfolio performance tracking
- Account balance aggregation
- Direct communication with advisor
- Push notifications for updates
- Market commentary and planning tips

## Recent user reviews (6 of 6)

All indexed reviews: https://appshunter.io/ios/app/my-financial-advisor-blueleaf/id1521484294/reviews.md

### 1/5 — Still Not Worth the Effort

*2026-02-16*

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

**Developer response:** 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.

### 1/5 — Not Worth the Effort

*2025-11-03*

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

**Developer response:** 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.

### 1/5 — Login issues

*2025-08-02*

Can’t enter my password cause screen goes blank after

### 5/5 — Very easy to use!!

*2024-04-04*

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

### 5/5 — So useful

*2021-07-22*

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!

### 5/5 — Great quick peak

*2021-07-05*

Just discovered… love the face log in and nice summaries. Wish it had a button to email your advisor directly from the app (currently only has request for account summary).

## Frequently asked questions about My Financial Advisor

### 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.

## Version history (last 5 releases)

### 3.2.2 — 2026-04-14

Fixes a variety of notification bugs

### 3.1.4 — 2026-03-17

Additional notification controls and update to the API to improve performance.

### 3.1.2 — 2026-02-28

Notification Preferences — You can now manage your push notification and email notification          
  preferences directly from Settings. Choose which content updates you'd like to be notified about.
                                                                                        
  Deep Links from Email — Tapping links in email notifications from your advisor now opens directly to 
  the relevant content in the app.                                
                                                                                        
  Stability Improvements — Improved error handling and crash reporting for a smoother, more reliable
  experience. Fixed an issue where the app could become unresponsive during session renewal.

### 3.1.1 — 2026-02-22

The fixes small bugs in email handling and error reporting.

### 3.1.0 — 2026-02-20

A series of bug fixs for authentication timeouts and recovery.

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## More apps by Blueleaf Wealth, Inc

- [Blueleaf Advisor](https://appshunter.io/ios/app/blueleaf-advisor/id1584023514)

All apps by Blueleaf Wealth, Inc: https://appshunter.io/developer/1521484776

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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 2026-06-04.*