Doesn’t Function
Since it is impossible to link any external accounts to the app (the entire intended purpose), it’s useless.
Free
About
Access your financial plan, investment accounts, and important documents securely. This platform keeps you connected to your financial world anytime, anywhere. Requires authorization as a Confluence Financial Partners client.
✓Access financial plan
✓View investment accounts
✓Secure document storage
✓Intuitive platform
✓Anytime, anywhere access
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What's New in MyConfluence
1.96
June 13, 2026
• Login Security Enhancements • Performance Improvements • Bug Fixes
MoreUser reviews
FAQ
What is MyConfluence?
MyConfluence is a mobile application that provides authorized Confluence Financial Partners clients with secure access to their financial plan, investment accounts, and important documents. It is designed for convenience, allowing users to stay connected to their financial world anytime and anywhere.
Who can use MyConfluence?
To use MyConfluence, you must be an authorized client of Confluence Financial Partners. If you are unsure about your access or need assistance, you should contact your Confluence Financial Partners wealth manager.
Is MyConfluence secure?
Yes, MyConfluence is designed as a secure and intuitive platform for authorized clients to access sensitive financial information. Security is a primary focus for managing financial plans and investment accounts.
What devices does MyConfluence support?
MyConfluence is available for iPhone, iPad, and iPod devices. This ensures broad compatibility for Apple users who need to manage their finances on the go.
How often is MyConfluence updated?
The latest version of MyConfluence is 1.95, and it was last updated on May 4, 2026. Regular updates ensure the app remains functional and secure for its users.
What is the age rating for MyConfluence?
MyConfluence has an age rating of 4+. This indicates that the content within the app is generally considered appropriate for a wide range of users, including younger individuals.
Does MyConfluence have ads?
No, MyConfluence does not contain advertisements. As a free application for authorized clients, it focuses on providing a clean and uninterrupted experience for managing financial information.
What kind of financial information can I access with MyConfluence?
With MyConfluence, you can access your complete financial plan, details of your investment accounts, and important financial documents. This comprehensive access allows for easy monitoring and management of your wealth.
