What's New

We’re excited to unveil the work we’ve done to make financial monitoring the heart of Frank.

• A new direction for Frank: We’ve listened to your feedback, and one thing is clear: Monitors are the part of Frank that users value most. So we’ve built the new Frank around them. Frank is now a comprehensive financial monitoring app that keeps watch across your financial life and lets you know when something needs your attention.

• New! Take Frank with you: The new Frank mobile app is here. Keep an eye on your finances and access Frank wherever you go. Download Frank on the App Store or Google Play.

• More powerful financial monitoring: Frank continuously watches for potential risks, missed opportunities, important deadlines, and other things that could otherwise slip through the cracks.

• A new Health experience: Your updated Health view gives you one place to see what Frank is watching and what may need your attention.

• An updated Net Worth experience: Accounts, balances, and transactions now come together in a redesigned Net Worth view so you can more easily see the bigger picture.

• You can still Ask Frank: Chat isn’t going anywhere. You can continue asking questions about your finances and getting personalized answers whenever you need them.

• More Monitors are on the way: We’re continuing to expand what Frank can monitor, including bank and card fees, recurring subscriptions, student loan rule changes, home insurance gaps, and more.

This is just the beginning! We’ll continue adding new Monitors and capabilities designed to help you protect your money, uncover opportunities, and feel more confident that nothing important is being missed.

• Updates were made to accommodate Frank no longer being part of a registered entity. There is no longer a “Compliance” tab in settings, and a Client Agreement is no longer required for an account with Frank. Relatedly, certain investment prompts, questions, and features have been removed or refactored with proper guardrails in place to avoid Frank providing advice he shouldn’t.

• Chat improvements:

  • Added a prompt library from the “new chat” experience.

  • Added a fullscreen chat view on desktop. You can toggle back and forth between the sidebar as needed.

• Bug Fixes:

  • We fixed a number of small but annoying mobile issues.

• New! Introducing the Connections page: See all of your connections, and their status, in one spot. When troubleshooting account issues, connections that have multiple different account types can be hard to see. We’ve centralized these into one place to make connections clearer and easier to manage. You can still manage things directly on the Account pages as needed as well.

• Updated Home Page: We’ve updated the home page with a new Net Worth Chart, recent transactions, and most pressing monitor notifications for you to call out what’s most important first.

• New! Attach files to conversations with Frank: Upload images, PDFs, CSVs, text files, or other files to a conversation message with Frank to provide additional context or go deep on questions things Frank might not have direct access to. Grab a screenshot of an account can’t connect to. Upload a bill you need help reviewing. Frank is here to help!

• Bug Fixes:

  • Account names with unique characters or emojis in them are now supported.

  • Dark mode chart styling fixes.

Bug Fixes:

• Password is now required to be entered when enabling or disabling two-factor authentication.

• Finances refinements:

  • Refreshed Finances Layout: Reorganized the Finances page into clearer Baseline and Retirement sections, with improved spacing and reduced visual clutter for a cleaner experience.

  • Enhanced Pension Setup: Updated the Pension entry flow with a new distribution method field. While most pensions are paid as a monthly annuity, additional distribution options are now supported. Based on your selection, relevant input fields are shown to help Frank more accurately model your retirement income.

  • Clearer Social Security Inputs: Improved the Social Security income fields to make monthly benefit entry more intuitive and easier to understand.

• Bug Fixes:

  • Fixed onboarding dark mode styling making text unreadable

  • Fixed mobile UI sizing problems leading some content to not be visible on different devices.

• Finances Page Updates:

  • We updated the page with a streamlined design to make adding and seeing your information clearer and faster.

  • We added Social Security and Pension inputs so Frank can understand detailed information in these areas.

• Bug Fixes:

  • Improved the group selection inputs, often used on Finance page input popups, by auto-selecting the first household member and improving the selection design for clarity and accessibility across dark mode.