My Financial Advisor -Blueleaf

Your Advisor, Always There.

Only for iPhone

Free

iPhone

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. Powered by Blueleaf

Ratings & Reviews

  • 3.9
    out of 5
    15 Ratings

Additional notification controls and update to the API to improve performance.

Version 3.1.4

The developer, Blueleaf Wealth, 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:

    • Contact Info
    • Usage Data

  • Data Not Linked to You

    The following data may be collected but it is not linked to your identity:

    • Diagnostics

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

Accessibility

The developer has not yet indicated which accessibility features this app supports. Learn More

Information

Seller
  • Blueleaf Wealth, Inc
Size
  • 37.3 MB
Category
  • Finance
Compatibility
Requires iOS 15.1 or later.
  • iPhone
    Requires iOS 15.1 or later.
  • iPod touch
    Requires iOS 15.1 or later.
  • Apple Vision
    Requires visionOS 1.0 or later.
Languages
  • English
Age Rating
4+
Copyright
  • © 2009-2026 Blueleaf Wealth, Inc.
  • Developer Website
  • Privacy Policy

    • More by Blueleaf Wealth

    You Might Also Like