# Lewis Investment Client Portal — Your secure financial portal > Secure client portal for accessing investment portfolios and communicating with financial advisors. (iPhone/iPad app by Lewis & Co (Investments & Pensions) Ltd.) - Source: https://appshunter.io/ios/app/lewis-investment-client-portal/id1512724995 (this page in markdown: same URL + `.md`) - Developer: [Lewis & Co (Investments & Pensions) Ltd](https://appshunter.io/developer/1512724994) - Category: Finance - Price: Free - Age rating: 4+ - Requires: iOS 17.0 · 12 MB - Languages: English - Released: 2020-05-21 - Data updated: 2026-06-01 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/lewis-investment-client-portal/id1512724995/reviews.md ## What is Lewis Investment Client Portal? Lewis Investment are a firm of advisers based in Poole, Dorset that offer full bespoke independent financial advice ranging from Pensions and investments to mortgages, equity release and protection. Lewis’ also specialise in facilitating commercial property syndicate clubs, assisting investors to purchase large Commercial properties. The Lewis Investment app offers existing clients of Lewis Investment the flexibility and convenience of accessing their Investment portfolio directly from their mobile device, as well as viewing their personalised recommendations, signing application forms digitally and allowing clients to communicate with their personal adviser securely. • Interactively access your Investment portfolio • View your valuations and recommendation reports • Digitally sign application forms and documents • Secure message your adviser directly • Upload documents to us securely • View transaction history ## Key features - Access investment portfolio - View valuations and recommendations - Digitally sign documents - Secure messaging with advisor - Upload documents securely - View transaction history ## Recent user reviews (1 of 1) All indexed reviews: https://appshunter.io/ios/app/lewis-investment-client-portal/id1512724995/reviews.md ### 5/5 — Great app for managing finances on the go. *2020-08-06* A really useful app that allows me to quickly keep track of finances. ## Frequently asked questions about Lewis Investment Client Portal ### Is Lewis Investment Client Portal secure for my financial data? Yes, the app is designed for secure communication and document handling. It allows clients to securely message their advisor directly and upload documents to the firm. ### What types of financial advice does Lewis Investment offer? Lewis Investment offers bespoke independent financial advice covering pensions, investments, mortgages, equity release, protection, and commercial property syndicate clubs. ### Can I view my investment performance in the Lewis Investment Client Portal? Yes, you can interactively access your investment portfolio and view your valuations and recommendation reports directly within the app. ### How often is the Lewis Investment Client Portal updated? The app was last updated on 2025-10-13, indicating regular maintenance and potential feature additions by the developer. ### What devices are supported by the Lewis Investment Client Portal? The Lewis Investment Client Portal is available on iPhone, iPad, and iPod devices. ### Does Lewis Investment Client Portal have ads? No, the application is ad-free, providing a clean and uninterrupted user experience for managing your investments. ### What is the age rating for Lewis Investment Client Portal? The app has an age rating of 4+, making it suitable for a broad audience. ### Can I sign application forms digitally using the Lewis Investment Client Portal? Yes, the app allows you to digitally sign application forms and other important documents, streamlining the process. ## Version history (last 2 releases) ### 1.2.0 — 2025-10-13 Our mobile app has been updated to improve speed and security. ### 1.1.0 — 2020-05-21 No release notes. ## Apps similar to Lewis Investment Client Portal | App | Rating | Price | Category | | --- | --- | --- | --- | | [Propp](https://appshunter.io/ios/app/propp/id6470302728) | — | Free | Finance | | [myRB](https://appshunter.io/ios/app/myrb/id6446839686) | — | Free | Finance | | [Business Expenses](https://appshunter.io/ios/app/business-expenses/id6449699637) | 1.0 (1) | Free | Finance | | [Mortgage Calculator: Mortgages](https://appshunter.io/ios/app/mortgage-calculator-mortgages/id1535330316) | 3.0 (2) | Free | Finance | | [flow – Deutsche Bank](https://appshunter.io/ios/app/flow-deutsche-bank/id1563878233) | 5.0 (2) | Free | Finance | | [BankTree Personal Finance](https://appshunter.io/ios/app/banktree-personal-finance/id851329331) | 2.0 (1) | Free | Finance | --- *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 2026-06-01.*