# iA Private Wealth > Mobile app for secure investment portfolio monitoring and advisor communication. (iPhone/iPad app by Industrielle Alliance, Assurance et services financiers inc..) - Source: https://appshunter.io/ios/app/ia-private-wealth/id1597755165 (this page in markdown: same URL + `.md`) - Developer: [Industrielle Alliance, Assurance et services financiers inc.](https://appshunter.io/developer/605490423) - Category: Finance - Price: Free - Rating: 4.80/5 from 34 App Store ratings · 16 written reviews indexed - Age rating: 4+ - Requires: iOS 12.2 · 225 MB - Languages: American English, French (France) - Released: 2021-12-15 - Data updated: 2026-08-24 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/ia-private-wealth/id1597755165/reviews.md ## What is iA Private Wealth? Securely monitor your portfolio and stay in touch with your Investment Advisor while you’re on the go! Now you can access all the same great features as our Client Portal, but in a convenient mobile app that keeps you connected with your investments anywhere and anytime. The iA Private Wealth Mobile App features: - Comprehensive account information - Downloadable tax and other documents - Advisor contact information - Optional biometric authentication for added security Keep tabs on your progress towards your wealth goals wherever and whenever – download the iA Private Wealth Mobile app today. ## Key features - Comprehensive account information - Downloadable tax documents - Advisor contact information - Biometric authentication - Real-time portfolio monitoring ## Recent user reviews (10 of 16) All indexed reviews: https://appshunter.io/ios/app/ia-private-wealth/id1597755165/reviews.md ### 1/5 — Poor Upgrades *2026-06-17* 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. **Developer response:** 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! ### 2/5 — Accounting. *2026-06-08* 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! **Developer response:** 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! ### 3/5 — Balance *2026-06-04* 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 . ### 3/5 — Locked investment *2026-05-20* One of my investments has been locked away for approximately 9 years and cannot be accessed. Not happy with this company. ### 5/5 — My advisor tries really hard and keeps my interests top of mind *2026-05-05* These are very difficult times. My advisor has been awesome. Even though I’m a little paranoid, he leads me through every strategy because we are 67 both my wife and I and we cannot afford to be Decimated by our investments **Developer response:** Hi, thank you for your positive review! ### 5/5 — Changement journalier par titre manquant *2026-03-28* La version précédente nous permettait de voir les gains du jours par titre sur le premier tableau du compte . Maintenant il faut ouvrir chacun des titres individuellement ### 2/5 — Update is inelegant *2026-03-12* So much preferred the old graphing- this update hardly makes sense anymore ### 1/5 — Déception *2026-02-23* C’est extrêmement frustrant demander de MON argent et de ne pas être capable de l’avoir après 4 jours et demi OUVRABLES. Je vends une maison dans quelques mois et je vais vous ignoré pour le placement de la vente. Adieu ### 5/5 — Convivial *2025-11-16* L’application est convivial et fournie un aperçu rapide de l’évolution du portefeuille. ### 2/5 — Not fast enough *2025-09-24* Respond very very slow, the result only showed next day if lucky, I don’t understand, such large company, but very very slow, should learn from China speed. ## Frequently asked questions about iA Private Wealth ### 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. ## Version history (last 5 releases) ### 2.8 — 2026-07-27 The most recent update includes improvements to existing functionalities and corrections to minor anomalies. ### 2.7 — 2026-06-26 The most recent update includes improvements to existing functionalities and corrections to minor anomalies. ### 2.6 — 2026-06-09 The most recent update includes improvements to existing functionalities and corrections to minor anomalies. ### 2.5 — 2026-05-27 The most recent update includes improvements to existing functionalities and corrections to minor anomalies. ### 2.4 — 2026-05-05 The most recent update includes improvements to existing functionalities and corrections to minor anomalies. ## Apps similar to iA Private Wealth | App | Rating | Price | Category | | --- | --- | --- | --- | | [Scotia Wealth Management®](https://appshunter.io/ios/app/scotia-wealth-management/id6450314694) | 4.6 (49) | Free | Finance | | [MÉDIC Construction](https://appshunter.io/ios/app/medic-construction/id1477632031) | 5.0 (3) | Free | Finance | ## More apps by Industrielle Alliance, Assurance et services financiers inc. - [iA Mobile](https://appshunter.io/ios/app/ia-mobile/id605490420) - [Investia](https://appshunter.io/ios/app/investia/id1549342167) - [Events by iA Private Wealth](https://appshunter.io/ios/app/events-by-ia-private-wealth/id6670570475) - [Richardson Wealth](https://appshunter.io/ios/app/richardson-wealth/id6765481008) All apps by Industrielle Alliance, Assurance et services financiers inc.: https://appshunter.io/developer/605490423 ## Related topics [jevin wealth](https://appshunter.io/ios/topics/jevin-wealth) --- *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 2026-08-24.*