App Review
Easy to use!
Free
About
Access your Shum Financial Group investment portfolio on the go. View account balances, holding details, and performance metrics. Easily connect with your financial advisor for quick support.
✓View portfolio values
✓See holding summaries
✓Track performance
✓Contact advisor
✓Account access
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What's New in SFG Mobile
6.0
February 11, 2025
Convenient, secure access to view your accounts - Track your net worth including your managed investment portfolios - View each of your accounts individually to further analyze performance, allocations and more - Streamline communication with your financial advisor using two-way document sharing via the secure vault - Receive notifications when your advisor has posted a document to your vault
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FAQ
What can I do with SFG Mobile?
SFG Mobile allows you to view your portfolio values, holding summaries, and performance metrics. You can also quickly contact your Shum Financial Group advisor directly through the app.
Is SFG Mobile secure for my financial data?
While specific security protocols are not detailed, financial apps typically employ industry-standard encryption and security measures to protect user data. It is always recommended to use strong, unique passwords.
What financial institutions does SFG Mobile support?
SFG Mobile is designed specifically for holders of accounts at Shum Financial Group. It does not support integration with other financial institutions.
Can I make transactions through SFG Mobile?
The app description focuses on viewing portfolio information and contacting an advisor. It does not mention the capability to perform financial transactions directly within the application.
How often is SFG Mobile updated?
The latest version, 6.0, was last updated on February 11, 2025. This indicates a commitment to regular updates and improvements for the application.
What devices is SFG Mobile available on?
SFG Mobile is available for iPhone, iPad, and iPod touch devices, as indicated by its supported device list.
What is the age rating for SFG Mobile?
SFG Mobile has an age rating of 17+, suggesting it may contain content or features deemed appropriate for mature users.
Does SFG Mobile have ads?
No, SFG Mobile does not contain advertisements. The 'hasAds' flag is set to false, meaning users can access all features without interruption from ads.
