# HamiltonCapital

> Secure client portal for viewing financial accounts and portfolio management. (iPhone/iPad app by Hamilton Capital, LLC.)

- Source: https://appshunter.io/ios/app/hamiltoncapital/id6475694821 (this page in markdown: same URL + `.md`)
- Developer: [Hamilton Capital, LLC](https://appshunter.io/developer/1724832636)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 2 App Store ratings
- Age rating: 4+
- Requires: iOS 15.6 · 61 MB
- Languages: American English
- Released: 2024-01-08
- Data updated: 2026-06-01
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/hamiltoncapital/id6475694821/reviews.md

## What is HamiltonCapital?

Welcome to Hamilton Capital’s secure online Client Portal through Orion Advisor Services, our portfolio management software partner. 
 With this portal, you’ll be able to take advantage of the following features: 
 -Access to view all accounts 
 -Electronic access to statements, if elected 
 -Dashboard view of account information 
 -Access to custodial statements 
 There will also be quick links to other tools, such as our Wealth Management System (WMS) and Charles Schwab.

## Key features

- View all accounts
- Electronic statement access
- Account information dashboard
- Access custodial statements
- Links to wealth management tools


## Frequently asked questions about HamiltonCapital

### 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.

## Version history (last 5 releases)

### 5.22.1 — 2026-02-06

- 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

### 5.16.0 — 2024-12-14

- Managed account Performance Details
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes

### 5.14.0 — 2024-09-10

- 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

### 5.9.0 — 2024-04-12

- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature

### 5.6.4 — 2024-01-08

No release notes.

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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 2026-06-01.*