North Fork Financial Mobile
North Fork Financials Business iPhoneiPadiPod touch
North Fork Financial Mobile is a free Business app for iPhone and iPad by North Fork Financials. Requires iOS 13.0. Updated August 22, 2024.
- Price
- Free
- on the App Store
- Size
- 18 MB
- Age 17+
- Updated
- Aug 22
- 2024 · v3.4.0
Screenshots
About North Fork Financial Mobile
North Fork Financial mobile app provides greater visibility into both clients' overall financial picture and North Fork Financial's wealth advisory services. For clients, the app lets you: • View your accounts in a consolidated manner • See up-to-date performance returns and holdings on the household, account and portfolio levels • Access to your document vault where quarterly statements and other important documents reside • Household allocation by asset class • Details and Contact Information for North Fork Financial and your Wealth Advisor • And now with an improved interface and user experience For Wealth Advisors, the app lets you: • Search within your clients and see a consolidated view of accounts, portfolios, and holdings • Review your upcoming CRM calendar as a whole or by client. This application is free to download.
What’s new
Version 3.4.0 · Updated August 22, 2024
Reliability improvements
App privacy
The developer, North Fork Financials, reported these privacy practices to Apple.
Data Linked to You
The following data, which may be collected and linked to your identity, may be used for the following purposes:
- Identifiers: User ID
Used for: Analytics, Product Personalization, App Functionality
Data Not Linked to You
The following data, which may be collected but is not linked to your identity, may be used for the following purposes:
- Identifiers: Device ID
- Usage Data: Product Interaction, Other Usage Data
- Diagnostics: Other Diagnostic Data
Used for: Analytics
Alternatives to North Fork Financial Mobile
Looking for apps like North Fork Financial Mobile? Here are 6 similar apps on the App Store.
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| App | Rating | Price | Last updated | Compare |
|---|---|---|---|---|
| North Fork Financial Mobile | – | Free | August 22, 2024 | |
| Kedrec Mobile | – | Free | Aug 22, 2024 | Compare |
| Butler, Lanz & Wagler | – | Free | Jul 11, 2025 | Compare |
| Executive Wealth Management | – | Free | Aug 21, 2024 | Compare |
| Bangerter Financial Services | – | Free | Nov 13, 2024 | Compare |
| Aegis Wealth Management | – | Free | Aug 21, 2024 | Compare |
| Master Plan Retirement Consult | – | Free | Aug 21, 2024 | Compare |