Installing XtendedFR Xchange App for iPhone

Step 1

Scan the QR code with your phone in order to visit the Xchange client portal for Xtended Financial Resources


Manually visit the portal website address with a Safari browser on your iPhone at

QR Code for Xtended Financial Resources Client Portal
iOS Install - Open Safari -final

Step 2

When you click the QR code or navigate to the URL in Safari, it will take you to the log in screen of the client portal 

Click the "share button" at the bottom of the iPhone screen.

iOS Install - touch the share button - final

Step 3

You will be presented with an app dialogue box with 'options'.

Click on the "Options" link.

iOS Install - Portal Link Listing - Options

Step 4

On the options list you will see the "Add to Home Screen" listed.

Click to choose that option.

iOS Install - touch Add to Home Screen - final

Step 5

Touch "Add" to add the app to your home screen.

iOS Install - Add to Home Screen - touch Add - final

Step 6

The Xchange client portal app should now be added to your home screen.

iOS Install - Success- final

Step 7

When you launch the app, you will see the login screen.

Using your email and password assigned when you signed up fill in the blanks in the login screen.

You can put a check in the "keep me logged in" checkbox to allow your phone to remain logged in for the maximum amount of login time allowed.  Likely you won't have to 're-login' the next time you use the app.

The mobile app gives you all the capabilities of the desktop app, conveniently accessed on your phone.

You may add the mobile app to as many devices as you wish.


Login Screen

iOS Install - Start up app