# Hammond Iles Portal

> Secure financial portal for Hammond Iles Wealth Advisors clients to manage accounts and documents. (iPhone/iPad app by Kelly Financial Group, LLC.)

- Source: https://appshunter.io/ios/app/hammond-iles-portal/id1555070186 (this page in markdown: same URL + `.md`)
- Developer: [Kelly Financial Group, LLC](https://appshunter.io/developer/1555070188)
- Category: Finance
- Price: Free
- Rating: 4.75/5 from 4 App Store ratings · 1 written reviews indexed
- Age rating: 4+
- Requires: iOS 12.4 · 139 MB
- Languages: English
- Released: 2021-03-06
- Data updated: 2026-08-11
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/hammond-iles-portal/id1555070186/reviews.md

## What is Hammond Iles Portal?

Effortlessly Connect To Your Financial Picture

From your Hammond Iles portal, you can securely access account details, your investment portfolio dashboard, and document vault instantly from your phone or tablet. While on the go, you can quickly contact your financial coach, and receive messages and updates from your personal finance team.

At-a-Glance Details

Requirements: To use the Hammond Iles portal, you need to be a Hammond Iles Wealth Advisors client. To request access, please contact (800) 416-1655 or hello@hiwealth.com.

Home: When you log in, you’ll see your accounts, total portfolio value, and top holdings for quick reference, plus quick access to every page of your portal.  You can effortlessly schedule an appointment or contact your financial team with clickable links to phone numbers, email, and office locations.

Portfolio: From your Portfolio dashboard you’ll see details and a dynamic overview of your portfolio with performance cards highlighting key information. For even more detail, you can click on each card or use the drop-down menu to quickly switch between different cards. Everything is completely customizable using filters to select specific date ranges, portfolios, or accounts.

Vault: Securely and easily keep track of and share your important financial and legal documents. From here, you can organize your documents into folders, drag-and-drop to upload new documents, and easily move files from one folder to another.

▪ The Shared Folders option allows you to share documents with your financial team.

▪ The Statements and Reports folders give you quick access to view investment reports created by your financial team.

My Accounts: You can see a detailed list of your Hammond Iles and outside accounts, balances, and expand each account to see your holdings and their individual values.

Trusted & Secure
Hammond Iles uses cutting-edge security protocols to help protect your personal information.

In-Person Support
Personal support (with a real human) will walk you through any questions you have M-F 9-4pm ET at (800) 416-1655.

Online Support
Simply email hello@hiwealth.com. If you email us M-F 9-4pm ET you’ll receive an immediate response. After hours and weekends, you’ll receive a response the next business day.

Our commitment
At Hammond Iles Wealth Advisors we awaken dreams and empower investors across three generations to live a life of freedom and fulfilment.

Disclosures
Hammond Iles Wealth Advisors is a Registered Investment Adviser. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments and Hammond Iles Wealth Advisors are not affiliated companies.

## Key features

- Secure account access
- Investment portfolio dashboard
- Document vault
- Contact financial coach
- View statements and reports
- Organize documents

## Recent user reviews (1 of 1)

All indexed reviews: https://appshunter.io/ios/app/hammond-iles-portal/id1555070186/reviews.md

### 4/5 — All my accounts in one

*2022-06-30*

Super convenient!

## Frequently asked questions about Hammond Iles Portal

### How do I get access to the Hammond Iles Portal?

To use the Hammond Iles Portal, you must be a Hammond Iles Wealth Advisors client. You can request access by contacting them at (800) 416-1655 or hello@hiwealth.com.

### What kind of financial information can I see in the Hammond Iles Portal?

You can view account details, your total portfolio value, top holdings, and detailed information about individual accounts and their balances.

### Can I store and share documents through the Hammond Iles Portal?

Yes, the portal features a secure document vault where you can organize, upload, and share important financial and legal documents with your financial team.

### How can I contact my financial coach or team using the app?

The app provides clickable links to easily contact your financial coach or team via phone, email, and view office locations. You can also schedule appointments directly.

### Is the Hammond Iles Portal secure?

Yes, Hammond Iles utilizes cutting-edge security protocols to help protect your personal information and financial data.

### What devices does the Hammond Iles Portal support?

The Hammond Iles Portal is available on iPhone, iPad, and iPod, allowing you to access your financial information across multiple Apple devices.

### How often is the Hammond Iles Portal updated?

The latest version is 1.95, and the app was last updated on May 5, 2026, indicating regular maintenance and feature enhancements.

### Does the Hammond Iles Portal have ads?

No, the Hammond Iles Portal is ad-free, providing an uninterrupted experience for managing your financial information.

## Version history (last 5 releases)

### 1.96 — 2026-06-13

• Login Security Enhancements
• Performance Improvements
• Bug Fixes

### 1.95 — 2026-05-05

• 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

### 1.92.1 — 2025-12-22

• Vault Enhancements
• Notification Linking Optimization
• Performance Enhancements
• Bug Fixes

## Apps similar to Hammond Iles Portal

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [Continental Bank](https://appshunter.io/ios/app/continental-bank/id1527526340) | 4.2 (5) | Free | Finance |
| [Gold Loan at Home](https://appshunter.io/ios/app/gold-loan-at-home/id1527737940) | — | Free | Finance |
| [Metro Bank Authenticator](https://appshunter.io/ios/app/metro-bank-authenticator/id1524446800) | — | Free | Finance |
| [Currency Now](https://appshunter.io/ios/app/currency-now/id1525402900) | — | Free | Finance |
| [Reliashield ID Theft Protect](https://appshunter.io/ios/app/reliashield-id-theft-protect/id1466097323) | 3.2 (5) | Free | Finance |
| [KRAKONS Wallet](https://appshunter.io/ios/app/krakons-wallet/id1524413440) | — | Free | Finance |

## Related topics

[hammond iles portal](https://appshunter.io/ios/topics/hammond-iles-portal)

---

*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 2026-08-11.*