Morling Financial Advisors

Morling Financial Advisors
1+
Downloads
Content rating
Everyone
Screenshot image
Screenshot image
Screenshot image

About this app

This Morling Financial Advisors mobile app allows you to view account information, balances and easily view documents.
Updated on
Feb 6, 2026

Data safety

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.
This app may share these data types with third parties
Personal info, App activity and 2 others
This app may collect these data types
Personal info
Data is encrypted in transit

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
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App support

About the developer
Morling Financial Advisors, LLC
gary@morlingadvisors.com
44 Montgomery St Ste 1900 San Francisco, CA 94104 United States
+1 415-814-4919
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