Free

Details

  • Released
  • Updated
  • March 17, 2021
  • June 8, 2026

Features

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Investia screenshot #8 for iPhone
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About

Access your investment portfolio and personal financial profile on the go. View account overviews, plan details, and contact your advisor directly. Requires registration on the Investia Client Portal.

Portfolio overview
Account details
Plan details
Advisor contact information
Family relationship account sharing
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What's New in Investia

2.25

June 8, 2026

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

User reviews

Accessibilité

Une appli qui oblige la mise à jour mais qui n'est même pas capable d'offrir le minimum d'accessibilité, c'est très désagréable... Quand on est obligé d'utiliser la reconnaissance d'écran avec VoiceOver c'est que le développeur n'a pas bien fait son travail. Merci de remedier au plus vite

Not good

I can’t connect thru my desktop or other devices via the client portal so have to use the app on my phone.
Then, on the app, accessing both my accounts is not intuitive and certainly not a good user experience.
The 24/7 support is the only saving grace.

Security

I love the way the system works…. No stress

Simple

Very straightforward UI. Easy to find the basic info you need. High rating from me.

Personal Experiences with Investia do

The Investia program is superb.
The display is clear, comprehensive and interactive.
It provides current updates with a touch of the screen.
The client gets a feeling of control over his investments.
It helps you to understand and be disciplined with your investments.

Developer apps

FAQ

What does the Investia app do?

The Investia app provides a simple and practical way to view your investment portfolio and personal profile anytime, anywhere. It acts as a mobile version of your Investia Client Portal, allowing you to see overviews of your accounts, specific account details, and plan information.

What are the key features of the Investia app?

Key features include an overview of all your accounts, including consolidated market value and details of accounts shared through family relationships. You can also view specific account details, plan details within an account, and easily access your advisor's contact information.

Is the Investia app free to use?

Yes, the Investia app is free to download and use. To take full advantage of its features, you must be registered on the Investia Client Portal. The app itself does not have any in-app purchases or advertisements.

Who is the Investia app for?

This app is designed for existing Investia clients who are registered on the Investia Client Portal. It is for individuals who want convenient mobile access to monitor their investment portfolios, review account information, and stay connected with their financial advisor.

How do I access my Investia account through the app?

To use the Investia app, you need to be registered on the Investia Client Portal. You can use your existing Investia access code and password to log in. If you do not have an account, the application provides an option to register online.