Petersen Hastings Portal 4+
Petersen Hastings Investment Management Inc
Designed for iPad
-
- Free
Screenshots
Description
The PH Portal provides secure anytime, anywhere account access for clients to monitor their progress on their personal journey down the Invested Journey. This one stop client resource provides insight and information including:
• Daily household and account level balances.
• Quarterly account statements and performance.
• Custodial statements.
• Tax reporting (select providers).
• Financial insights and blog news.
• Document Vault for securely sharing files.
• Ability to easily contact your advisor and service team.
The PH Portal will be under continual improvement as we add more features and updates to enhance our communication and delivery of important and pertinent information.
What’s New
Version 5.14.2
- Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes
Ratings and Reviews
Works Great
Work just fine and has what you need to see in the app.
My account
What a great way to keep track of my account! Thanks !
App Privacy
The developer, Petersen Hastings Investment Management Inc, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.
Data Linked to You
The following data may be collected and linked to your identity:
- Usage Data
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
- Identifiers
- Diagnostics
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Information
- Seller
- Petersen Hastings Investment Management Inc
- Size
- 39.3 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 13.4 or later.
- iPad
- Requires iPadOS 13.4 or later.
- iPod touch
- Requires iOS 13.4 or later.
- Mac
- Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
-
English
- Age Rating
- 4+
- Copyright
- © 2024 Petersen Hastings Investment Management
- Price
- Free