The Mitlin Financial, Inc. Client Portal Mobile App is fast, convenient, free, and allows users to:
- Check multiple account balances
- View portfolio performance
- View personal financial plans
- View aggregate account activity
- View Statements, Confirmations & Tax Documents
- Upload and share documents
- And much more.....
To use the Mitlin Financial, Inc. Client Portal Mobile App, you must already be a client of Mitlin Financial, Inc. The app allows you to access your accounts using your existing Mitlin Financial, Inc. Client Web Portal username and password. If you are new to our firm or are interested in learning more about becoming a client, please visit us at www.mitlinfinancial.com or call us at (844) 4-MITLIN for more information about how to access this feature. If you are a current client with a Mitlin Financial, Inc. client web portal account, simply download the app, enter your login credentials and you are ready to go!
Ratings and Reviews
Easy to Navigate and Informative
This app is easy to navigate and Informative. I love being able to access all my accounts in one place. The app provides charts and account information in a fashion that makes it simple to understand.
Significant Time Saver!
The Mitlin Client Portal allows me a top down view of all of my investment accounts, statements and quarterly reports; all in the palm of my hands. I no longer have to navigate multiple websites to discern how my monies are invested and I save a significant amount of time with such control and autonomy.
With Family Sharing set up, up to six family members can use this app.