SFG Mobile
Finance
Free · Designed for iPad. Not verified for macOS.
Allows holders of accounts at Shum Financial Group to view portfolio values, holding summaries, performance, and quickly contact your advisor.
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
The developer, Shum Financial Group, Inc., indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Linked to You
The following data may be collected and linked to your identity:
- Usage Data
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
- Identifiers
- Diagnostics
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- Shum Financial Group, Inc.
- Size
- 439.3 KB
- Category
- Finance
- Compatibility
Requires iOS 12.0 or later.
- iPhone
Requires iOS 12.0 or later. - iPad
Requires iPadOS 12.0 or later. - iPod touch
Requires iOS 12.0 or later. - Mac
Requires macOS 11.0 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- iPhone
- Languages
- English
- Age Rating
18+
- 18+
- Copyright
- © Copyright 2025 yHLsoft Inc. All Rights Reserved