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This powerful app allows clients of Parker Financial Advisors to oversee every investment account under management, access documents, review reports, check account activity, and connect with your personal advisor.
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What's New in Parker Financial
5.22.1
February 6, 2026
- Transactions changing to activity tab for managed accounts - Positions changing to allocation tab for managed accounts - Household info section in settings - Biometrics improvement - Performance bar chart - Net worth legend and portfolio graph optimization - Bug fixes
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