Sherwood FP
1+
Downloads
Everyone
info
About this app
The Sherwood FP app is a mobile client portal exclusively for Sherwood Financial Partners clients.
The app gives clients a convenient, centralized location for accessing and managing all of their financial information and resources.
Sherwood FP Features for Clients:
- View your client portal
- View your quarterly reporting
- Communicate directly with your financial advisor
- Access documents for review
Please note: Sherwood FP is available only to clients. If you are a client, please reach out to your financial advisor for your account information.
The app gives clients a convenient, centralized location for accessing and managing all of their financial information and resources.
Sherwood FP Features for Clients:
- View your client portal
- View your quarterly reporting
- Communicate directly with your financial advisor
- Access documents for review
Please note: Sherwood FP is available only to clients. If you are a client, please reach out to your financial advisor for your account information.
Updated on
Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
No data shared with third parties
Learn more about how developers declare sharing
This app may collect these data types
Device or other IDs
Data is encrypted in transit
Data can’t be deleted
What’s new
Convenient, secure access to view your accounts with Sherwood Financial Partners
App support
phone
Phone number
+18058705591
About the developer
Sherwood Financial Partners, LLC
info@sherwoodfp.com
2475 Townsgate Rd Ste 210
Westlake Village, CA 91361-5994
United States
+1 805-870-5591