WRFA, LLC
WebsterRogers Financial Advisors Finance
Client Portal app for WebsterRogers Financial Advisors clients
- Downloads
- 6+
- on Google Play
- Price
- Free
- No in-app purchases
- Updated
- Jul 20
- 2026 · v5.23.0
Screenshots
About WRFA, LLC
This Mobile App allows WebsterRogers Financial Advisors clients to access the client portal. Clients can use the app to view account information, check balances, and easily contact your advisor.
What’s new
Version 5.23.0 · Updated July 20, 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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