Fragasso Mobile
Finance
Free · Designed for iPad. Not verified for macOS.
As a client of Fragasso Financial Advisors, you can receive free unlimited access to the Fragasso Client Portal and Mobile App. In this new intuitive app, clients can view current account balances, performance, and holdings. You will have access to monthly statements and the availability to connect with your financial advisor. Stay connected to Fragasso with access to blog updates and The Advisor magazine delivered directly to this portal. This app is available only to clients of Fragasso Financial Advisors. Clients must first establish an online account before downloading the app. The same login credentials with set up with your web-based account will work with the app. Please do not share your password with anyone.
- Transactions changing to activity tab for managed accounts
- Positions changing to allocation tab for managed accounts
- Household info section in settings
- Biometrics improvement
- Performance bar chart
- Net worth legend and portfolio graph optimization
- Bug fixes
The developer, Fragasso Financial Advisors, 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
- Fragasso Financial Advisors, Inc.
- Size
- 64.2 MB
- Category
- Finance
- Compatibility
Requires iOS 15.6 or later.
- iPhone
Requires iOS 15.6 or later. - iPad
Requires iPadOS 15.6 or later. - iPod touch
Requires iOS 15.6 or later. - Mac
Requires macOS 12.5 or later and a Mac with Apple M1 chip or later.
- iPhone
- Languages
- English
- Age Rating
4+
- 4+
- Copyright
- © 2026 Fragasso Financial Advisors, Inc.