# Petersen Hastings Portal > Secure client portal for financial account access and advisor communication. (iPhone/iPad app by Petersen Hastings Investment Management Inc.) - Source: https://appshunter.io/ios/app/petersen-hastings-portal/id984617881 (this page in markdown: same URL + `.md`) - Developer: [Petersen Hastings Investment Management Inc](https://appshunter.io/developer/984617880) - Category: Finance, Business - Price: Free - Rating: 5.00/5 from 2 App Store ratings · 2 written reviews indexed - Age rating: 4+ - Requires: iOS 15.6 · 61 MB - Languages: American English - Released: 2015-04-21 - Data updated: 2026-07-23 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/petersen-hastings-portal/id984617881/reviews.md ## What is Petersen Hastings Portal? The PH Portal provides secure anytime, anywhere account access for clients to monitor their progress on their personal journey down the Invested Journey. This one stop client resource provides insight and information including: • Daily household and account level balances. • Quarterly account statements and performance. • Custodial statements. • Tax reporting (select providers). • Financial insights and blog news. • Document Vault for securely sharing files. • Ability to easily contact your advisor and service team. The PH Portal will be under continual improvement as we add more features and updates to enhance our communication and delivery of important and pertinent information. ## Key features - Account balance monitoring - Statement and performance review - Tax reporting access - Secure document vault - Advisor contact - Financial insights ## Recent user reviews (2 of 2) All indexed reviews: https://appshunter.io/ios/app/petersen-hastings-portal/id984617881/reviews.md ### 5/5 — Works Great *2024-12-04* Work just fine and has what you need to see in the app. ### 5/5 — My account *2018-10-17* What a great way to keep track of my account! Thanks ! ## Frequently asked questions about Petersen Hastings Portal ### 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. ## Version history (last 5 releases) ### 5.23.0 — 2026-07-19 - 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 ### 5.19.0 — 2025-05-29 - 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 ### 5.14.2 — 2024-10-31 - 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 — 2024-04-10 - Bug fixes - User experience improvements - Added functionality to native Document Vault feature ### 5.6.4 — 2023-12-14 - Bug fixes - User experience improvements - Added functionality from the web app to the mobile app on our way to creating a cohesive experience from one device to another ## Apps similar to Petersen Hastings Portal | App | Rating | Price | Category | | --- | --- | --- | --- | | [B.A. Schrock Financial](https://appshunter.io/ios/app/ba-schrock-financial/id6670756889) | — | Free | Finance | | [Serenity Mobile](https://appshunter.io/ios/app/serenity-mobile/id1621307902) | — | Free | Finance | | [MSHCA](https://appshunter.io/ios/app/mshca/id6502468164) | — | Free | Finance | | [Holdfast Wealth Management](https://appshunter.io/ios/app/holdfast-wealth-management/id6502522483) | — | Free | Finance | | [SIC Mobile](https://appshunter.io/ios/app/sic-mobile/id1480009007) | — | Free | Finance | | [My Westmount](https://appshunter.io/ios/app/my-westmount/id1398993881) | 4.8 (4) | 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 2026-07-23.*