My Financial Advisor -Blueleaf

12 reviews
Content rating
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About this app

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
Updated on
Jan 8, 2024

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.
No data shared with third parties
Learn more about how developers declare sharing
This app may collect these data types
Personal info, App activity, and App info and performance
Data is encrypted in transit
You can request that data be deleted

Ratings and reviews

11 reviews
Kathryn Wilson
January 24, 2024
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.
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Blueleaf Wealth
January 24, 2024
Hi Kathryn, sorry you're having trouble logging in. Would you mind reaching out to our support team at so we can investigate the issue? If you're not getting the password reset email, this could be an issue with your log in credentials, so we'll need your details to resolve the issue.
Erica Ryberg
May 28, 2021
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.
4 people found this review helpful
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Kathleen Cunningham
January 4, 2022
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.
2 people found this review helpful
Did you find this helpful?
Blueleaf Wealth
January 5, 2022
Hi Kathleen, sorry you're having difficultly logging in to the app. Our support team ( is happy to help and they will reach out to you today.