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Screenshots

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About MFG

My Financial Genius is a personalized online portal that enables authorized Marshall Financial Group clients access to their investment portfolios, financial plans, and important legal documents. Requirements: You must be a Marshall Financial Group client who has been authorized for access to the app. If you would like to request access, please contact your primary contact at Marshall Financial Group.

What’s new

Version 5.23.0 · Updated July 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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