Level FA
Level Financial Advisors, Inc
5.0(1)FinanceAges 4+
Get it free on the App StoreOpens Apple's App Store
Screenshots
About this app
This mobile app, designed for clients of Level Financial Advisors, allows users to view account information, balances, performance, and to contact their advisor.
What's new
Version 5.23.0 · Jul 19, 2026
- 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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