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About Fully Financial

With the Fully Financial mobile app, you have 24/7 access to track all your Fully managed accounts in one place, view your account statements, and download files using a dedicated Document Vault.

Just like the high-touch, personalized financial planning and investment management services you've come to expect from the Fully team, our mobile app brings even greater clarity and confidence to your hard-earned savings.

See your financial picture fully — no matter where you are. Download the Fully Financial mobile app today.

*Exclusive access to this application is reserved for clients of Fully Financial. For more information about Fully Financial, including our services and pricing, visit https://www.fullyfin.com

Fully Financial is a registered investment adviser with the state of Georgia, and may only transact business with residents of Georgia, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training.

© Fully Financial, LLC. All rights reserved.

What’s new

Version 5.23.0 · Updated July 18, 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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