About
Easily monitor your financial accounts, view investment holdings, and track activity. Connect with your financial advisor through direct contact options. Access account balances and summary charts anytime, anywhere.
What's New in KP 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
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FAQ
How secure is KP Portal?
KP Portal prioritizes security by allowing you to log in with your existing Keel Point Client Portal credentials. Crucially, no sensitive account information is ever stored directly on your mobile device, enhancing your data protection.
What financial institutions does KP Portal support?
The provided information does not specify which financial institutions KP Portal supports. It is designed to monitor your Keel Point client accounts.
Can I make transactions through KP Portal?
KP Portal is primarily for monitoring your account balances, holdings, and investment activity. The description does not indicate that it supports making transactions.
What devices is KP Portal available on?
KP Portal is available for iPhone, iPad, and iPod devices, offering broad compatibility within the Apple ecosystem.
How often is KP Portal updated?
The latest version of KP Portal is 5.22.1, and it was last updated on February 6, 2026. This indicates a commitment to regular updates and maintenance.
What is the age rating for KP Portal?
KP Portal has an age rating of 4+, making it suitable for a wide range of users.
Does KP Portal have ads?
No, KP Portal does not contain advertisements. The app is free to download and use without any ad interruptions.
What do users like about KP Portal?
Based on the single rating available, KP Portal has achieved a perfect 5.0 stars. This suggests users find it to be a highly satisfactory tool for managing their finances and connecting with their advisor.
