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!