# Investia

> Mobile access to investment portfolio, account details, and advisor contact information. (iPhone/iPad app by Industrielle Alliance, Assurance et services financiers inc..)

- Source: https://appshunter.io/ios/app/investia/id1549342167 (this page in markdown: same URL + `.md`)
- Developer: [Industrielle Alliance, Assurance et services financiers inc.](https://appshunter.io/developer/605490423)
- Category: Finance, Business
- Price: Free
- Rating: 4.80/5 from 67 App Store ratings · 40 written reviews indexed
- Age rating: 4+
- Requires: iOS 12.2 · 229 MB
- Languages: American English, French (France)
- Released: 2021-03-17
- Data updated: 2026-08-26
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/investia/id1549342167/reviews.md

## What is Investia?

Investia Financial Services Inc. is a mutual fund dealer that offers you a complete range of financial products and services. Our representatives put their expertise at your service in order to make your projects a reality. 

Investia Financial Services Inc. is a wholly owned subsidiary of iA Financial Group, one of the four largest life and health insurance companies in Canada and one of the largest public companies in the country. Industrial Alliance's stock is listed on the Toronto Stock Exchange under the symbol IAG. 

Investia and iA Financial Group share values that will take you far: service mentality, high performance climate and team spirit.

Investia App

The Investia app is a simple and practical way to view your investment portfolio and personal profile anytime, anywhere. 
It is a mobile version of your Investia Client Portal: https://client.investia.ca

Here are the current features of the app:
1-	Overview of your accounts

Allows you to view the details of all your accounts, the list of client numbers belonging to the client connected to the application, the consolidated market value of all accounts, including those of family relationships created to share account information with you

2-	Account details

Provides an overview of a selected account, including the consolidated market value and the balance of each plan

3-	Your plans

Allows you to view plan details for a selected account

4-	Contact us

This section provides information about your advisor. You will have access to his or her address, phone and fax numbers and email address.



To take full advantage of the Investia app, you must be registered on the Investia Client Portal.


You can use your Investia access code that you used to log into your Client Portal on the Web. If you do not have one, the application gives you the opportunity to register online.

If you have forgotten your access code or password, you can securely reset them.

If you have any questions or require more information, please contact your Investia advisor. You can also get assistance by calling this number: 1 866 383-3306.

## Key features

- Portfolio overview
- Account details
- Plan details
- Advisor contact information
- Family relationship account sharing

## Recent user reviews (10 of 40)

All indexed reviews: https://appshunter.io/ios/app/investia/id1549342167/reviews.md

### 1/5 — Accessibilité

*2026-07-28, version 2.25*

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

### 2/5 — Not good

*2026-07-26, version 2.25*

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.

### 5/5 — Security

*2026-07-21, version 2.25*

I love the way the system works…. No stress

### 5/5 — Simple

*2026-07-06, version 2.25*

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

### 5/5 — Personal Experiences with Investia do

*2026-07-02, version 2.25*

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.

### 5/5 — Platform

*2026-06-17, version 2.25*

User friendly

### 1/5 — Application accessibility issue

*2026-03-29, version 2.23*

Application user interface is totally inaccessible by VoiceOver screen reader   this application is not accessible to use with the screen reader   such as voiceover in iPhone. It is very difficult for visually impaired users to use this application. Please make it accessible with ADA standard. it must be meeting government standards of Accessibility, currently unable to perform any action using screen reader since last week something has been updated.

### 5/5 — Great app

*2026-03-07, version 2.21*

Great app for a really great investment company. Works flawlessly.

### 5/5 — Easy to use

*2026-02-26, version 2.21*

Just wanted to say thanks for not continually updating this app and changing everything. 

Maybe if you added an ai that could break things down for idiots that would be great.

Thanks

### 5/5 — Great App

*2026-02-20, version 2.21*

The App works very well and intuitively presents the information.

## Frequently asked questions about Investia

### 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.

## Version history (last 5 releases)

### 2.26 — 2026-08-13

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

### 2.25 — 2026-06-08

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

### 2.24 — 2026-05-05

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

### 2.23 — 2026-03-26

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

### 2.22 — 2026-03-24

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

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## More apps by Industrielle Alliance, Assurance et services financiers inc.

- [iA Mobile](https://appshunter.io/ios/app/ia-mobile/id605490420)
- [iA Private Wealth](https://appshunter.io/ios/app/ia-private-wealth/id1597755165)
- [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

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*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 2026-08-26.*