North Fork Financial Mobile

North Fork Financial Mobile

by North Fork Financial, LLC

0 ratings
Free

Rating summary

Details

  • Released
  • Updated
  • December 2, 2021
  • August 22, 2024

Features

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About

North Fork Financial mobile app provides greater visibility into both clients' overall financial picture and North Fork Financial's wealth advisory services. For clients, the app lets you: • View your accounts in a consolidated manner • See up-to-date performance returns and holdings on the household, account and portfolio levels • Access to your document vault where quarterly statements and other important documents reside • Household allocation by asset class • Details and Contact Information for North Fork Financial and your Wealth Advisor • And now with an improved interface and user experience For Wealth Advisors, the app lets you: • Search within your clients and see a consolidated view of accounts, portfolios, and holdings • Review your upcoming CRM calendar as a whole or by client. This application is free to download.
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What's New in North Fork Financial Mobile

3.4.0

August 22, 2024

Reliability improvements