WRFA, LLC vs Consider

This Mobile App allows WebsterRogers Financial Advisors clients to access the client portal. Clients can use the app to view account information, check balances, and easily contact your advisor.

Track your stocks across every brokerage account — Schwab, Fidelity, Vanguard, or any other — in one real-time dashboard. No bank login required. Consider is built for investors who hold positions across multiple accounts and want a single, clean view of everything. Why investors choose Consider: - Multi-Account Dashboard — See all your holdings organized by brokerage, exactly how you invest - Live Prices — Stock prices update every few seconds throughout the trading day - Portfolio Heat Map — Instantly see your daily winners and losers in a color-coded grid - Stock Charts with S&P Comparison — View any stock's performance from 1 day to 5 years, with an S&P 500 overlay - Market Indexes — Track the S&P 500, Dow Jones, NASDAQ, and Russell 2000 - 50+ Financial Ratios — P/E, PEG, debt-to-equity, margins, dividend yield, and more - Cost Basis Tracking — Record purchase price and date for accurate gain/loss - Portfolio Visualizations — Pie charts showing allocation by stock and by account - Data Export — CSV export and full JSON backup/restore — your data is always yours - No Credential Linking — Add positions manually. Your brokerage logins stay private. Free. No ads. No subscriptions. Prices may be delayed. Check with your brokerage before making trades.