# Twelve Points Client Portal

> Secure client portal for accessing financial accounts and communicating with advisors. (iPhone/iPad app by Twelve Points Wealth Management, LLC.)

- Source: https://appshunter.io/ios/app/twelve-points-client-portal/id1243048646 (this page in markdown: same URL + `.md`)
- Developer: [Twelve Points Wealth Management, LLC](https://appshunter.io/developer/1243048645)
- Category: Finance, Reference
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 9.0 · 17 MB
- Languages: American English
- Released: 2017-07-26
- Data updated: 2026-07-07
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/twelve-points-client-portal/id1243048646/reviews.md

## What is Twelve Points Client Portal?

The place for clients of Twelve Points Wealth Management and Twelve Points Retirement Advisors to access their accounts, view performance, communicate with their advisor via chat and more.

## Key features

- Account access
- Performance tracking
- Advisor chat
- Secure communication
- Document viewing


## Frequently asked questions about Twelve Points Client Portal

### What is Twelve Points Client Portal?

Twelve Points Client Portal is a secure application designed for clients of Twelve Points Wealth Management and Twelve Points Retirement Advisors to access their financial accounts and performance data.

### Is Twelve Points Client Portal free to use?

Yes, Twelve Points Client Portal is available for free download and use.

### What devices does Twelve Points Client Portal support?

Twelve Points Client Portal is available on iPhone, iPad, and iPod devices.

### How secure is Twelve Points Client Portal?

The portal is designed to provide secure access to your financial information and facilitate private communication with your advisor.

### Can I view my investment performance on Twelve Points Client Portal?

Yes, the application allows clients to view their investment performance directly within the portal.

### How often is Twelve Points Client Portal updated?

The latest version is 4.3.0, and the app was last updated on December 22, 2020.

### What is the age rating for Twelve Points Client Portal?

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

### Can I communicate with my advisor through Twelve Points Client Portal?

Yes, the portal includes a chat feature that allows clients to communicate directly with their financial advisor.

## Version history (last 3 releases)

### 4.3.0 — 2020-12-22

Updates to available integrations

### 3.3.0 — 2017-10-04

- Forgot Password
- Cloud Storage
- Commentary
- Fixes account display

### 3.25 — 2017-07-26

No release notes.

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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.*