LeTort Trust vs FFA Mobile

Convenient and secure access to your trust and investment information wherever you are with LeTort Trust Mobile App. The app provides a snapshot of your total wealth, making it easy for you to share information with your trusted advisor, making informed financial decisions based on your goals. Key features include: • A secure environment, protecting your information. • Access to your financial information in a clear and simple format. • Use of your fingerprint as a convenient and secure way to sign in. • A snapshot of your total portfolio on an aggregated basis or by individual account. • Detailed holdings information. • Recent trade activity and transactions.

Clients can view all accounts managed by First Foundation Advisors through the mobile app. View account balances, asset allocations, and transactions across all accounts or within each account. The document vault allows for two-way sharing of important documents, meaning clients can upload and share documents securely. A notification will be received by the First Foundation Advisors team when any document is uploaded, and clients will be notified when quarterly statements are posted. Documents can also easily be filtered for select date ranges.