Mitlin Financial Client Portal

10+
Downloads
Content rating
Everyone
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About this app

The Official Mitlin Financial, Inc. Client Portal Mobile App.
All your accounts in one place, in real time, all the time, exclusive to you.

FEATURES:
The Mitlin Financial, Inc. Client Portal Mobile App is fast, convenient, free, and allows users to:
- Check multiple account balances
- View portfolio performance
- View personal financial plans
- View aggregate account activity
- View Statements, Confirmations & Tax Documents
- Upload and share documents
- And much more.....

To use the Mitlin Financial, Inc. Client Portal Mobile App, you must already be a client of Mitlin Financial, Inc. The app allows you to access your accounts using your existing Mitlin Financial, Inc. Client Web Portal username and password. If you are new to our firm or are interested in learning more about becoming a client, please visit us at www.mitlinfinancial.com or call us at (844) 4-MITLIN for more information about how to access this feature. If you are a current client with a Mitlin Financial, Inc. client web portal account, simply download the app, enter your login credentials and you are ready to go!
Updated on
May 3, 2017

Data safety

Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
This app may share these data types with third parties
Personal info, App activity and 2 others
This app may collect these data types
Personal info
Data is encrypted in transit

What's new

Initial release