# C.H. Dean Client Portal

> Secure client portal for viewing investment portfolios and financial documents. (iPhone/iPad app by C.H. Dean, LLC.)

- Source: https://appshunter.io/ios/app/ch-dean-client-portal/id1643926303 (this page in markdown: same URL + `.md`)
- Developer: [C.H. Dean, LLC](https://appshunter.io/developer/1643926305)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 2 App Store ratings · 1 written reviews indexed
- Age rating: 4+
- Requires: iOS 12.4 · 139 MB
- Languages: American English
- Released: 2022-09-27
- Data updated: 2026-08-06
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/ch-dean-client-portal/id1643926303/reviews.md

## What is C.H. Dean Client Portal?

Welcome to the C.H. Dean Client Portal, powered by Black Diamond Wealth Platform. In this app clients may view their portfolio accounts and balances, access quarterly statements and other documents, and contact their investment management team through the secure dashboard. Clients may sign in using the same username and password they set up for the portal through the C.H. Dean website https://www.chdean.com. This app allows for easy, on-the-go, online access to your C.H. Dean portfolio.

## Key features

- View portfolio accounts and balances
- Access quarterly statements and documents
- Contact investment management team
- Secure dashboard access
- On-the-go online access

## Recent user reviews (1 of 1)

All indexed reviews: https://appshunter.io/ios/app/ch-dean-client-portal/id1643926303/reviews.md

### 5/5 — Fantastic App!

*2023-06-15*

This app is incredibly easy to use and connect all my amounts to. I love the simplistic look and easy to navigate menu.

## Frequently asked questions about C.H. Dean Client Portal

### How secure is the C.H. Dean Client Portal?

The C.H. Dean Client Portal provides secure access to your financial information. It uses the same username and password as the C.H. Dean website, ensuring a consistent and protected login experience for all users.

### What financial information can I view on the C.H. Dean Client Portal?

You can view your portfolio accounts and balances, as well as access important documents like quarterly statements. The portal offers a comprehensive overview of your investments.

### Can I contact my investment team through the C.H. Dean Client Portal?

Yes, the app features a secure dashboard that allows you to easily contact your investment management team. This facilitates direct communication regarding your portfolio.

### What devices is the C.H. Dean Client Portal available on?

The C.H. Dean Client Portal is available for iPhone, iPad, and iPod devices, offering convenient access across Apple's mobile ecosystem.

### How often is the C.H. Dean Client Portal updated?

The app was last updated on May 4, 2026, indicating ongoing development and maintenance. The latest version is 1.95.

### What is the age rating for the C.H. Dean Client Portal?

The C.H. Dean Client Portal has an age rating of 4+, making it suitable for users of all ages who are clients of C.H. Dean.

### Does the C.H. Dean Client Portal have ads?

No, the C.H. Dean Client Portal is ad-free. As a free application, it does not display advertisements, ensuring an uninterrupted user experience.

### Where can I find my login credentials for the C.H. Dean Client Portal?

You can use the same username and password that you set up for the C.H. Dean client portal on their website. This ensures a familiar and secure login process.

## Version history (last 5 releases)

### 1.97 — 2026-08-01

• Performance Improvements
• Bug Fixes

### 1.96 — 2026-06-13

• Login Security Enhancements
• Performance Improvements
• Bug Fixes

### 1.95 — 2026-05-04

• User login enhancements
• Performance Enhancements
• Bug Fixes

### 1.94 — 2026-03-07

• User login enhancements
• Performance Enhancements
• Bug Fixes

### 1.93 — 2026-01-17

• Updated vault experience
• Performance Enhancements
• Bug Fixes

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## Related topics

[dean](https://appshunter.io/ios/topics/dean)

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-06.*