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HFG Mobile

Highlights of what's available within the client portal app:

Highlights of what's available within the client portal app:

HFG Mobile

by DDFG, Inc
HFG Mobile
HFG Mobile
HFG Mobile

What is it about?

Highlights of what's available within the client portal app:

HFG Mobile

App Details

Version
5.14.0
Rating
NA
Size
37Mb
Genre
Finance Business
Last updated
September 6, 2024
Release date
October 11, 2022
More info

App Screenshots

HFG Mobile screenshot-0
HFG Mobile screenshot-1
HFG Mobile screenshot-2
HFG Mobile screenshot-3

App Store Description

Highlights of what's available within the client portal app:
• Managed account summary: Aggregate and individual account level holdings and performance over time
• Financial plan - Access to your financial plan – updated with real-time account values.
• Reports – easy to understand performance reports
• Document Vault – a secure and simple way to get documents to and from our team. Managed account tax documents and statements can be placed here automatically
• Credit & Identity Monitoring – via support from Experian, this helps to monitor: financial accounts, loans, address changes, SSN tracing, and dark web monitoring

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