About
Access your financial account details, check balances, and connect with your advisor directly through this mobile application. It provides a convenient way to manage your finances on the go.
What's New in PEAK Portal
5.14.4
December 3, 2024
- 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
MoreFAQ
Is PEAK Portal free to download and use?
Yes, PEAK Portal is available for free download and use. It is offered by PEAK Wealth Management LLC and does not have any associated costs for basic access.
What devices can I use PEAK Portal on?
PEAK Portal is compatible with iPhone, iPad, and iPod devices. It is designed for the iOS ecosystem.
How secure is PEAK Portal for my financial data?
While the description does not detail specific security measures, financial apps typically employ robust security protocols to protect user data. PEAK Wealth Management LLC would be responsible for implementing these safeguards.
How often is PEAK Portal updated?
The app was last updated on December 3rd, 2024, indicating regular maintenance and updates. The latest version is 5.14.4.
What kind of financial information can I see in PEAK Portal?
PEAK Portal allows you to view your account information and check your balances. It is designed for easy access to key financial details.
Can I contact my advisor through PEAK Portal?
Yes, a key feature of PEAK Portal is the ability to easily contact your advisor directly through the application.
What is the age rating for PEAK Portal?
PEAK Portal has an age rating of 4+, making it suitable for a wide range of users.
Does PEAK Portal have ads?
No, PEAK Portal does not contain advertisements. The app is free to use without any ad interruptions.
