# My TFG Portal

> Secure client portal for viewing finances, uploading documents, and collaborating with financial advisors. (iPhone/iPad app by Tull Financial Group, Inc..)

- Source: https://appshunter.io/ios/app/my-tfg-portal/id1459297237 (this page in markdown: same URL + `.md`)
- Developer: [Tull Financial Group, Inc.](https://appshunter.io/developer/1459297236)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 13.4 · 38 MB
- Languages: English
- Released: 2019-04-11
- Data updated: 2026-06-24
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/my-tfg-portal/id1459297237/reviews.md

## What is My TFG Portal?

Tull Financial Group’s secure client app allows you to conveniently view account balances, upload important documents, and collaborate with your TFG team. With My TFG Portal, you can read recent commentary, be notified about upcoming events, and create a snapshot of your holistic net-worth. You can also enable two-factor authentication for additional security. With these features and more, you can now easily consolidate and organize your financial life on the go!

## Key features

- View account balances
- Upload important documents
- Collaborate with financial team
- Read recent commentary
- Event notifications
- Net worth snapshot
- Two-factor authentication


## Frequently asked questions about My TFG Portal

### What is My TFG Portal?

My TFG Portal is a secure client application from Tull Financial Group that allows users to view account balances, upload documents, and collaborate with their financial team. It also provides financial commentary, event notifications, and net worth tracking.

### Is My TFG Portal secure?

Yes, My TFG Portal prioritizes security by offering two-factor authentication for an additional layer of protection. This helps ensure that your financial information remains safe and accessible only to you.

### What devices does My TFG Portal support?

My TFG Portal is available for iPhone, iPad, and iPod devices. It is designed to provide a seamless experience across Apple's mobile ecosystem.

### How often is My TFG Portal updated?

The app was last updated on September 7, 2024, with version 5.14.0. This indicates a commitment to regular updates and maintenance to ensure optimal performance and security.

### What are the benefits of using My TFG Portal?

Users can conveniently consolidate and organize their financial life on the go. Key benefits include easy access to account balances, secure document uploading, and direct collaboration with their TFG financial team.

### Can I see my overall net worth with My TFG Portal?

Yes, the app allows you to create a snapshot of your holistic net worth. This feature helps you get a comprehensive overview of your financial standing.

### Does My TFG Portal have ads?

No, My TFG Portal does not contain advertisements. As a free application focused on client services, it provides an ad-free experience.

### What is the user sentiment for My TFG Portal?

Based on the available data, My TFG Portal has a perfect rating of 5.0 stars from 1 rating. This suggests a highly positive initial user experience.

## Version history (last 5 releases)

### 5.14.0 — 2024-09-07

- 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

### 5.13.2 — 2024-07-09

- Bug fixes
- Clients will see their default landing page, MGP financial planning data information, and any transaction notes left by the advisor when logging into the mobile app
- Clients will now have the same experience in mobile as the web client portal
- Custom built video statements within the Document Vault are now accessible via mobile app
- Clients can now review their plan summary, goals, insurance policies, net worth, and cost basis of their positions

### 5.9.0 — 2024-04-11

- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature

### 5.5.2 — 2023-09-06

Bug fixes and performance updates

### 5.4.0 — 2023-02-16

Bug fixes and performance updates

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## Related topics

[my tfg portal](https://appshunter.io/ios/topics/my-tfg-portal) · [tfg portal](https://appshunter.io/ios/topics/tfg-portal) · [tfg](https://appshunter.io/ios/topics/tfg)

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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 2026-06-24.*