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Screenshots

  • ShepFinancial screenshot 1
  • ShepFinancial screenshot 2
  • ShepFinancial screenshot 3
  • ShepFinancial screenshot 4

About ShepFinancial

This mobile app allows you to log into your Shepherd Financial client portal, view account information, and check balances. Contact Shepherd Financial at [email protected] for login help.

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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