Fragasso Mobile 4+

Fragasso Financial Advisors, Inc.

Designed for iPad

    • Free

Screenshots

Description

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.

What’s New

Version 5.9.0

- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature

App Privacy

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

Privacy practices may vary based on, for example, the features you use or your age. Learn More

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