# Stokes Portal — Stokes Family Office Portal

> Consolidates all financial accounts into a single, secure mobile portal. (iPhone/iPad app by Stokes & Hubbell Capital Management, LLC.)

- Source: https://appshunter.io/ios/app/stokes-portal/id972214773 (this page in markdown: same URL + `.md`)
- Developer: [Stokes & Hubbell Capital Management, LLC](https://appshunter.io/developer/972214772)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 15.6 · 53 MB
- Languages: American English
- Released: 2015-03-06
- Data updated: 2026-07-07
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/stokes-portal/id972214773/reviews.md

## What is Stokes Portal?

This mobile app allows you to view all of your accounts in one place.

## Key features

- View all accounts in one place
- Secure access
- Financial information management
- Mobile portal


## Frequently asked questions about Stokes Portal

### What is Stokes Portal?

Stokes Portal is a mobile application designed to allow users to view all of their financial accounts in one place. It serves as a central hub for managing your financial information.

### Is Stokes Portal free to use?

Yes, Stokes Portal is available for free. There are no costs associated with downloading or using the application.

### What devices support Stokes Portal?

Stokes Portal is compatible with iPhone, iPad, and iPod devices. It is designed for the Apple ecosystem.

### How secure is Stokes Portal?

While specific security measures are not detailed, the app is designed for financial management, implying a focus on secure access and data protection for sensitive financial information.

### What is the age rating for Stokes Portal?

Stokes Portal has an age rating of 4+, making it suitable for a wide range of users.

### How often is Stokes Portal updated?

The latest version, 5.19.0, was last updated on May 29, 2025. This indicates a commitment to regular updates and maintenance.

### What kind of financial institutions does Stokes Portal support?

The description states it allows viewing 'all of your accounts,' suggesting broad compatibility with various financial institutions, though specific integrations are not listed.

### Does Stokes Portal have ads?

No, Stokes Portal does not contain advertisements. The app is free and ad-free.

## Version history (last 5 releases)

### 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

### 5.17.1 — 2025-04-16

- Managed account Performance Details
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes

### 5.14.1 — 2024-09-27

- 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 — 2024-04-12

- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature

### 5.5.2 — 2023-09-06

Bug fixes and performance updates

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*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 2026-07-07.*