My Financial Advisor -Blueleaf

Blueleaf Wealth

About this app

Your complete financial life, plus a direct line to your advisor.

Your advisor invited you here for a reason — to make sure you’re never in the dark about your money.

Stay in the loop
Get real-time updates from your advisor right in your feed. Market commentary, planning tips, timely insights — delivered the way you’re used to getting information, not buried in email. React, comment, and ask questions directly.

Know where you stand
See all your account balances in one place. Track how your portfolio is performing. Understand what you own and how it’s changed. No hunting through statements or waiting for your next meeting.

Never miss what matters
Push notifications let you know the moment your advisor shares something new or responds to your comment. Important updates come to you — you don’t have to go looking.

Your advisor, in your pocket
My Financial Advisor gives you the connection and transparency that used to require a phone call or office visit. It’s the easiest way to stay engaged with the person managing your financial future.

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.

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Ratings and reviews

I'm very excited about this app! Some room for improvement on contrast, though. The green is too light to provide adequate contrast to the white text. People who have compromised eyesight will definitely struggle. I will update this review if this improves.

Terrible! Sooo frustrating trying to get in. Doesn't accept user name and password. Takes at least 3 times to get in. Then kicks me out for no reason. Bring back the prior Blue Leaf app.

Is something going on with this app? Recently I can not log in. I have even tried to reset my password. It will ot send me the link in my email to reset.