About
Access your financial accounts and view portfolio information securely. Get electronic access to statements and a dashboard overview of your account details. Connect to other financial tools for comprehensive wealth management.
What's New in HamiltonCapital
5.22.1
February 6, 2026
- Transactions changing to activity tab for managed accounts - Positions changing to allocation tab for managed accounts - Household info section in settings - Biometrics improvement - Performance bar chart - Net worth legend and portfolio graph optimization - Bug fixes
MoreFAQ
What is HamiltonCapital?
HamiltonCapital is a secure online client portal powered by Orion Advisor Services, designed for clients to view their investment accounts and financial information. It provides a dashboard view of account details and access to statements.
Is HamiltonCapital free to use?
Yes, HamiltonCapital is available for free. The app does not have any associated costs for download or use.
What devices does HamiltonCapital support?
HamiltonCapital is available on iPhone, iPad, and iPod devices. It is designed for Apple's iOS ecosystem.
How secure is HamiltonCapital?
HamiltonCapital utilizes Orion Advisor Services' secure online client portal, indicating a strong focus on data protection and secure access to financial information. Specific security protocols are managed by the platform partner.
Can I view my statements through HamiltonCapital?
Yes, you can access electronic statements if you have elected for this service. The portal also provides access to custodial statements.
How often is HamiltonCapital updated?
The latest version of HamiltonCapital is 5.22.1, last updated on February 6, 2026. This indicates a recent update and ongoing maintenance for the application.
What is the age rating for HamiltonCapital?
HamiltonCapital has an age rating of 4+, making it suitable for a wide range of users. This rating suggests no mature content is present within the application.
Does HamiltonCapital offer integration with other financial services?
Yes, HamiltonCapital includes quick links to other tools such as their Wealth Management System (WMS) and Charles Schwab, facilitating broader financial management.
