Petersen Hastings Portal 5.9.0
Free Version
Publisher Description
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.
Apr 10, 2024
Version 5.9.0
- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature
About Petersen Hastings Portal
Petersen Hastings Portal is a free app for iOS published in the Accounting & Finance list of apps, part of Business.
The company that develops Petersen Hastings Portal is Petersen Hastings Investment Management Inc. The latest version released by its developer is 5.9.0.
To install Petersen Hastings 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 2024-04-10 and was downloaded 3 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 Petersen Hastings Portal as malware if the download link is broken.
How to install Petersen Hastings 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 Petersen Hastings 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 Petersen Hastings 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.
