Works Great
Work just fine and has what you need to see in the app.
My account
What a great way to keep track of my account! Thanks !
Free
About
Access your financial accounts securely from anywhere. Monitor balances, review statements, track performance, and access tax documents. Communicate with your advisor and securely store important files.
✓Account balance monitoring
✓Statement and performance review
✓Tax reporting access
✓Secure document vault
✓Advisor contact
✓Financial insights
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What's New in Petersen Hastings Portal
5.19.0
May 29, 2025
- Customized Personal Finances layout within Accounts tab - Positions renamed to Allocation - Performance return chevrons - Repositioned date range calendar selection - Linking outside accounts - Minor UI changes and bug fixes
MoreUser reviews
FAQ
What information can I see in Petersen Hastings Portal?
You can view daily household and account balances, quarterly statements and performance reports, custodial statements, and tax reporting information for select providers. The portal also offers financial insights and blog news.
How secure is Petersen Hastings Portal?
The Petersen Hastings Portal provides secure anytime, anywhere account access. It includes a Document Vault for securely sharing files, ensuring your financial information is protected.
Can I contact my advisor through Petersen Hastings Portal?
Yes, the Petersen Hastings Portal allows you to easily contact your advisor and service team directly through the application. This streamlines communication regarding your investments.
What devices support Petersen Hastings Portal?
Petersen Hastings Portal is available on iPhone and iPad devices. It is designed for convenient access on the go.
How often is Petersen Hastings Portal updated?
The app is under continual improvement, with the latest version being 5.19.0, last updated on May 29, 2025. This indicates regular updates to enhance features and information delivery.
What is the user rating for Petersen Hastings Portal?
Petersen Hastings Portal has a high rating of 5.0 stars based on 2 user reviews. This suggests a very positive user experience among its current users.
Does Petersen Hastings Portal have ads?
No, Petersen Hastings Portal does not contain advertisements. It is a free application focused solely on providing client access to financial information and services.
Is Petersen Hastings Portal suitable for all ages?
Petersen Hastings Portal has an age rating of 4+, making it suitable for a wide range of users. Its focus is on financial account management for clients.
