About
Access your investment holdings and performance with a user-friendly interface. View your assets and financial information quickly and easily, all from your mobile device.
What's New in IPI Portal
5.22.1
February 6, 2026
- Transactions changing to activity tab for managed accounts - Positions changing to allocation tab for managed accounts - Household info section in settings - Biometrics improvement - Performance bar chart - Net worth legend and portfolio graph optimization - Bug fixes
MoreFAQ
What can I do with IPI Portal?
IPI Portal allows you to view your investment holdings and track their performance. It provides a simple, user-friendly interface for accessing your financial information on the go.
Is IPI Portal secure?
While specific security measures are not detailed, the app is developed by IPI Wealth Management, Inc., a financial institution, suggesting a focus on data protection for user assets.
What devices does IPI Portal support?
IPI Portal is available for iPhone, iPad, and iPod devices, offering broad compatibility within the Apple ecosystem.
How often is IPI Portal updated?
The latest version of IPI Portal is 5.22.1, last updated on February 6, 2026. This indicates regular updates to maintain functionality and security.
What is the user rating for IPI Portal?
IPI Portal has a perfect rating of 5.0 stars, based on one user review. This suggests a highly positive initial user experience.
Does IPI Portal have ads?
No, IPI Portal does not contain advertisements. The app is free to download and use without any ad interruptions.
Can I link multiple financial institutions to IPI Portal?
The description focuses on access to assets with IPI Wealth Management, Inc. It does not specify if it supports linking accounts from other financial institutions.
What age rating does IPI Portal have?
IPI Portal is rated 4+ by the app store, making it suitable for users of all ages.
