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This app allows you to access your account information, secure document vault and other reporting information all from your mobile device! Ease of access and a full view of your portfolio is another way we strive to give you Confidence for Life™
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What's New in SFMG Wealth
5.19.0
May 29, 2025
- Customized Personal Finances layout within Accounts tab - Positions renamed to Allocation - Performance return chevrons - Repositioned date range calendar selection - Linking outside accounts - Minor UI changes and bug fixes
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