My Financial Advisor -Blueleaf 4+

Because your advisor cares

Blueleaf Wealth

    • 4.6 • 9 Ratings
    • Free

iPhone Screenshots


Welcome to My Financial Advisor! We’ve created this app to answer the questions like - How much money do I have? Is it more or less than last time? Why did it change? These are the top questions people, like you, typically ask, and your advisor has made it easy to get answers anytime, anywhere. With My Financial Advisor, you can:

- Check the balances of individual accounts or your entire portfolio.
- Understand how market conditions have impacted your performance
- Review your current investment holdings.
- Get in touch with your advisor through multiple channels.

Because your advisor cares, they’ve made it easier and more convenient to see your complete financial picture straight from your pocket.

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

What’s New

Version 1.6.1

Fixes crashes that occurred when the app was opened at the beginning of the year.

Ratings and Reviews

4.6 out of 5
9 Ratings

9 Ratings

Genghis ,

Great quick peak

Just discovered… love the face log in and nice summaries. Wish it had a button to email your advisor directly from the app (currently only has request for account summary).

BeccaM75 ,

So useful

Simple to use. Really nice to be able to quickly check on my money all in one place. I love the Face ID login option!

App Privacy

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

More By This Developer

You Might Also Like