# Vickerman-VIA

> Secure client portal for investment performance tracking and statement access. (iPhone/iPad app by Vickerman Investment Advisors, Inc..)

- Source: https://appshunter.io/ios/app/vickerman-via/id1614650313 (this page in markdown: same URL + `.md`)
- Developer: [Vickerman Investment Advisors, Inc.](https://appshunter.io/developer/1614650315)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 13.4 · 38 MB
- Languages: English
- Released: 2022-03-17
- Data updated: 2026-06-05
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/vickerman-via/id1614650313/reviews.md

## What is Vickerman?

The Vickerman Investment Advisors VIA mobile app provides convenient and secure Client Portal access to VIA clients. Clients can quickly and conveniently check portfolio performance and activity, review investments, and access statements.

## Key features

- Client portal access
- Portfolio performance tracking
- Investment review
- Activity monitoring
- Statement access


## Frequently asked questions about Vickerman

### What can I do with Vickerman-VIA?

Vickerman-VIA allows you to securely access your client portal to check portfolio performance and activity, review your investments, and access your financial statements.

### Is Vickerman-VIA free to use?

Yes, Vickerman-VIA is available for free download and use. There are no charges associated with accessing the client portal features.

### What devices support Vickerman-VIA?

Vickerman-VIA is designed for Apple devices, including iPhone, iPad, and iPod. It is not currently available on Android or other platforms.

### How secure is Vickerman-VIA?

The app provides secure client portal access, ensuring your financial information is protected. Specific security protocols are implemented by Vickerman Investment Advisors.

### When was Vickerman-VIA last updated?

The latest version, 5.14.0, was released on September 11, 2024. This indicates the app is actively maintained and updated.

### What is the age rating for Vickerman-VIA?

Vickerman-VIA has an age rating of 4+, making it suitable for users of all ages to access financial information.

### Does Vickerman-VIA have ads?

No, Vickerman-VIA does not contain advertisements. As it is a free app without ads, users can access their financial information without interruption.

### How often is Vickerman-VIA updated?

The app was last updated on September 11, 2024, with version 5.14.0. This suggests regular updates are provided to enhance functionality and security.

## Version history (last 5 releases)

### 5.14.0 — 2024-09-11

- 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

### 5.13.1 — 2024-06-11

- Bug fixes
- Clients will see their default landing page, MGP financial planning data information, and any transaction notes left by the advisor when logging into the mobile app
- Clients will now have the same experience in mobile as the web client portal
- Custom built video statements within the Document Vault are now accessible via mobile app
- Clients can now review their plan summary, goals, insurance policies, net worth, and cost basis of their positions

### 5.9.0 — 2024-04-09

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

### 5.5.2 — 2023-09-06

Bug fixes and performance updates

### 5.4.1 — 2023-02-15

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 2026-06-05.*