My Financial Advisor -Blueleaf

iPhone / Finance

Your complete financial life, plus a direct line to your advisor.

Your advisor invited you here for a reason — to make sure you’re never in the dark about your money.

Stay in the loop
Get real-time updates from your advisor right in your feed. Market commentary, planning tips, timely insights — delivered the way you’re used to getting information, not buried in email. React, comment, and ask questions directly.

Know where you stand
See all your account balances in one place. Track how your portfolio is performing. Understand what you own and how it’s changed. No hunting through statements or waiting for your next meeting.

Never miss what matters
Push notifications let you know the moment your advisor shares something new or responds to your comment. Important updates come to you — you don’t have to go looking.

Your advisor, in your pocket
My Financial Advisor gives you the connection and transparency that used to require a phone call or office visit. It’s the easiest way to stay engaged with the person managing your financial future.

If you’re interested in the My Financial Advisor app, contact your advisor for an invitation. If you’ve been invited by your advisor, download the app and get started today.

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Quoi de neuf dans la dernière version ?

Notification Preferences — You can now manage your push notification and email notification
preferences directly from Settings. Choose which content updates you'd like to be notified about.

Deep Links from Email — Tapping links in email notifications from your advisor now opens directly to
the relevant content in the app.

Stability Improvements — Improved error handling and crash reporting for a smoother, more reliable
experience. Fixed an issue where the app could become unresponsive during session renewal.