Free

Details

Released
December 15, 2021
Updated
September 14, 2026

Features

iA Private Wealth screenshot #1 for iPhone
iA Private Wealth screenshot #2 for iPhone
iA Private Wealth screenshot #3 for iPhone
iA Private Wealth screenshot #4 for iPhone
iA Private Wealth screenshot #5 for iPhone
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About

Access your investment portfolio and communicate with your advisor on the go. Monitor your accounts, download important documents, and stay connected to your financial progress anytime, anywhere.

✓Comprehensive account information
✓Downloadable tax documents
✓Advisor contact information
✓Biometric authentication
✓Real-time portfolio monitoring
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What's New in iA Private Wealth

2.9

September 14, 2026

The most recent update includes improvements to existing functionalities and corrections to minor anomalies.

User reviews

Lost Functionality

Each update removes more functionality from the app. It is frustrating to use and is not intuitive. I wish they’d just leave things that work alone. I liked being able to look at my portfolio and click on the graph to receive added information. These recent updates do not take user into account.

Hard to use

Not easy to use on a mobile device.

Poor Upgrades

The app used to be user friendly and you could better review the performance of your account. It’s very cumbersome now and they removed a lot of the benefits of a touch screen such as scrolling along a chart to see the data. Now it’s just an image of a line graph.

Response from developer

Hello, thank you for your constructive comment. Your feedback is very important to us and we will take your suggestions into account to improve our application. Don't hesitate to contact us 1-800-463-6236 if you have any other ideas or feedback. Have a nice day!

Accounting.

The discrepancies in accounting get worse. Today at 4:00 pm I was down $5617. However, since Friday past at 3:59:59 pm, I’m down over $14,000. Computers go the speed of light, but apparently not on weekends! You’re not responsible for the poor account performance, but it’s not been captured in any timely manner. Now, I say, “Only accurate to + or - $10,000, it’s of no use whatever!
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Balance

Portfolio balances are only accurate to + or - $5K sometimes a bigger discrepancy. I haven’t checked recently, but even though I was born in 1950, my age was recorded at 99 years .

Developer apps

FAQ

What is iA Private Wealth?

iA Private Wealth is a mobile application designed for securely monitoring your investment portfolio and staying in touch with your Investment Advisor while on the go. It provides access to comprehensive account information and advisor contact details.

Is iA Private Wealth secure?

Yes, iA Private Wealth offers optional biometric authentication for added security. It allows you to securely monitor your portfolio and access sensitive financial documents.

What devices support iA Private Wealth?

iA Private Wealth is supported on iPhone and iPod devices. The app is designed for mobile access to your financial information.

How often is iA Private Wealth updated?

The latest version of iA Private Wealth is 2.2, last updated on March 20, 2026. Updates ensure the app remains reliable and secure for managing your investments.

Can I download tax documents with iA Private Wealth?

Yes, iA Private Wealth allows you to download tax and other important financial documents directly through the app. This feature helps you keep all your essential records easily accessible.

What is the user rating for iA Private Wealth?

iA Private Wealth has a high user rating of 4.8 stars based on 24 ratings. This indicates a generally positive user experience with the app's features and performance.

Does iA Private Wealth have ads?

No, iA Private Wealth does not contain advertisements. As a free application, it focuses on providing a seamless and uninterrupted experience for managing your investments.

What are the main benefits of using iA Private Wealth?

The main benefits include real-time portfolio monitoring, easy access to your advisor, secure document downloads, and the convenience of managing your wealth goals from anywhere.