Zoe Financial

Zoe Financial is the modern wealth platform that combines the value of a trusted financial advisor with best-in-class technology to create an investment experience unlike any other. Download the app to stay connected to the growth of your investment accounts. - Access your account balance, investment performance, and current holdings. - View the status of current transfers and the history of deposits, withdrawals, and other transactions. Zoe is only accessible through an invitation from your financial advisor. If you’ve already created your account, download the app and get started today! Note: New transfers must be initiated from the desktop website. Please visit app.zoefin.com/login to create a new transaction.