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Screenshots

  • North Fork Financial Mobile screenshot 1
  • North Fork Financial Mobile screenshot 2
  • North Fork Financial Mobile screenshot 3
  • North Fork Financial Mobile screenshot 4

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

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