Granite Portal

Granite Financial Partners, LLC

About this app

The easiest way to check your Granite Financial Partners investment accounts, even on the go! Using our mobile app, you can quickly and easily monitor your account balances, holdings, and investment activity. It also provides you with your advisor’s contact information in case you need to get in touch with them at any point.
Some key features of the app are:
Easy, Convenient & Secure
• Simply login to the app using your same Granite Financial Partners Client Portal username and password (or follow alternative instructions if provided)
• No sensitive account information is ever stored on your mobile device
Connects you with the details:
• Quickly check account balances 24/7
• View charts summarizing accounts
• Click to call or email your client service team

What’s new

- Transactions changing to activity tab for managed accounts
- Positions changing to allocation tab for managed accounts
- Household info section in settings
- Biometrics improvement
- Performance bar chart
- Net worth legend and portfolio graph optimization
- Bug fixes