# IPI Portal

> Mobile access to investment holdings and performance data. (iPhone/iPad app by IPI Wealth Management, Inc..)

- Source: https://appshunter.io/ios/app/ipi-portal/id6476204671 (this page in markdown: same URL + `.md`)
- Developer: [IPI Wealth Management, Inc.](https://appshunter.io/developer/1726194540)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 15.6 · 61 MB
- Languages: American English
- Released: 2024-01-17
- Data updated: 2026-06-12
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/ipi-portal/id6476204671/reviews.md

## What is IPI Portal?

The IPI Mobile app provides you complete access to your assets with IPI Wealth Management, Inc. in a simple, user-friendly interface. View your investment holdings, performance, and more right at your fingertips in a matter of seconds.

## Key features

- View investment holdings
- Track performance
- User-friendly interface
- Access financial information
- Mobile asset management


## Frequently asked questions about IPI Portal

### 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.

## Version history (last 4 releases)

### 5.22.1 — 2026-02-06

- 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

### 5.14.0 — 2024-09-10

- Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes

### 5.9.0 — 2024-04-11

- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature

### 5.6.5 — 2024-01-17

No release notes.

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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 2026-06-12.*