Hammond Iles Portal 1.78
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Free Version
Publisher Description
Effortlessly Connect To Your Financial Picture
From your Hammond Iles portal, you can securely access account details, your investment portfolio dashboard, and document vault instantly from your phone or tablet. While on the go, you can quickly contact your financial coach, and receive messages and updates from your personal finance team.
At-a-Glance Details
Requirements: To use the Hammond Iles Portal you need to be a Hammond Iles Wealth Advisors client. To request access, please contact (800) 416-1655 or hello@hiwealth.com.
Home: When you log in, you’ll see your accounts, total portfolio value, and top holdings for quick reference, plus quick access to every page of your portal. You can effortlessly schedule an appointment or contact your financial team with clickable links to phone numbers, email, and office locations.
Portfolio: From your Portfolio dashboard you’ll see details and a dynamic overview of your portfolio with performance cards highlighting key information. For even more detail, you can click on each card or use the drop-down menu to quickly switch between different cards. Everything is completely customizable using filters to select specific date ranges, portfolios, or accounts.
Vault: Securely and easily keep track of and share your important financial and legal documents. From here, you can organize your documents into folders, drag-and-drop to upload new documents, and easily move files from one folder to another.
▪ The Shared Folders option allows you to share documents with your financial team.
▪ The Statements and Reports folders, give you quick access to view investment reports created by your financial team.
My Accounts: You can see a detailed list of your Hammond Iles and outside accounts, balances, and expand each account to see your holdings and their individual values.
Trusted & Secure
Hammond Iles uses cutting-edge security protocols to help protect your personal information.
In-Person Support
Personal support (with a real human) will walk you through any questions you have M-F 9-4pm ET at (800) 416-1655.
Online Support
Simply email hello@hiwealth.com. If you email us M-F 9-4pm ET you’ll receive an immediate response. After hours and weekends, you’ll receive a response the next business day.
Our commitment
At Hammond Iles Wealth Advisors we awaken dreams and empower investors across three generations to live a life of freedom and fulfilment.
Disclosures
Advisory Services offered through Hammond Iles Wealth Advisors. Securities offered through Ceros Financial Services, Inc., Member FINRA/SIPC (Not affiliated with Hammond Iles Wealth Advisors).
Apr 22, 2024
Version 1.78
* Improved the activity summary chart located in the account details
* Updated Allocation Dashboard logic for a consistent experience
* Enhanced the Dashboard: Gain/Loss performance and stability
About Hammond Iles Portal
Hammond Iles Portal is a free app for iOS published in the Accounting & Finance list of apps, part of Business.
The company that develops Hammond Iles Portal is Kelly Financial Group, LLC. The latest version released by its developer is 1.78.
To install Hammond Iles Portal on your iOS device, just click the green Continue To App button above to start the installation process. The app is listed on our website since 2024-04-22 and was downloaded 1 times. We have already checked if the download link is safe, however for your own protection we recommend that you scan the downloaded app with your antivirus. Your antivirus may detect the Hammond Iles Portal as malware if the download link is broken.
How to install Hammond Iles Portal on your iOS device:
- Click on the Continue To App button on our website. This will redirect you to the App Store.
- Once the Hammond Iles Portal is shown in the iTunes listing of your iOS device, you can start its download and installation. Tap on the GET button to the right of the app to start downloading it.
- If you are not logged-in the iOS appstore app, you'll be prompted for your your Apple ID and/or password.
- After Hammond Iles Portal is downloaded, you'll see an INSTALL button to the right. Tap on it to start the actual installation of the iOS app.
- Once installation is finished you can tap on the OPEN button to start it. Its icon will also be added to your device home screen.
