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iA Private Wealth

iA Private Wealth

by Industrielle Alliance, Assurance et services financiers inc.

37 ratings
17 reviews
💰 Finance
Free

Details

  • Released
  • Updated
  • December 15, 2021
  • September 14, 2026

Features

Developer

Industrielle Alliance, Assurance et services financiers inc.
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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

Most RecentHighest RatedLowest Rated

Hard to use

Not easy to use on a mobile device.
Gpa99Gpa99

Response from developer

Hello, thank you for sharing your feedback. We’re sorry to hear that you found our mobile experience difficult to use. If you have any suggestions or would like to share more details about your experience, please don’t hesitate to contact us at 1-800-463-6236. Have a nice day!

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.
TL738801TL738801

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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Lenny BongoLenny Bongo

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 if you have any other ideas or feedback. Have a nice day!

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 .
Lenny BongoLenny Bongo

Locked investment

One of my investments has been locked away for approximately 9 years and cannot be accessed. Not happy with this company.
Geo to badGeo to bad
See 12 more reviews

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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.