The David Lukas Financial mobile app provides a simple way to view your up-to-date balance sheet anywhere, anytime. See your current balances and portfolio holdings. Your DLF dashboard updates your account balances daily to help you manage your cash flow.
The DLF mobile app allows you to securely connect with over 20,000 financial institutions and view all of your financial information in one place.
KEY FEATURES:
View your entire portfolio in real-time
Simplified reporting and access
Accessible from anywhere
Multi-Generational Wealth Views
Ability to store financial documents in a secure digital vault.
Shareable with family members or other 3rd parties you choose.
Client service team to assist in aggregation set-up and onboarding