Hammond Iles Portal1.98 - App Store

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
Hammond Iles Wealth Advisors is a Registered Investment Adviser. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments and Hammond Iles Wealth Advisors are not affiliated companies.

Version History • To-Do items are now named Tasks
• Performance Improvements
• Bug Fixes 1.98 Sep 12 • Login Security Enhancements
• Performance Improvements
• Bug Fixes 1.96 Jun 13 • User login enhancements
• Performance Enhancements
• Bug Fixes 1.95 May 5 • User login enhancements
• Performance Enhancements
• Bug Fixes 1.94 Mar 7 • Updated vault experience
• Performance Enhancements
• Bug Fixes 1.93 Jan 17 • Vault Enhancements
• Notification Linking Optimization
• Performance Enhancements
• Bug Fixes 1.92.1 12/22/2025 • Vault Enhancements
• Notification Linking Optimization
• Performance Enhancements
• Bug Fixes 1.92 12/13/2025 * Planning Enhancements
* Added Support for New Widgets
* Performance Improvements
* Bug Fixes 1.90.1 09/13/2025 * Updated Planning Navigation
* Added Authenticator App option for MFA
* Performance Improvements
* Bug Fixes 1.89 07/26/2025 * Supportability and sustainability improvements
* Bug Fixes 1.88 06/07/2025 * Updated logout process to maintain biometrics and push notification; introduced a new user setting to support these changes: Push Notifications
* Supportability and sustainability improvements 1.87 04/29/2025 * New home landing page for the Mobile Advisor experience
* New customizable client user home landing page
* Supportability and sustainability improvements 1.86 03/08/2025 * Core Improvements and Feature Polishing
* Optimized Functionality and Reliability
* Stability and Performance Improvements 1.85 01/18/2025 * Todo functionality will now be a part of the Mobile Advisor experience
* Updated privacy policy visibility
* Enhanced performance and stability 1.80 06/08/2024 * 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 1.78 04/22/2024 * Updating advisor login interface featuring an improved navigation menu
* Improving advisor communication through the introduction of Timeline and Vault functionalities
* Enhancing advisor navigation for seamless transitions between various clients 1.77 03/08/2024 * Updated the loading screen to provide a more consistent experience
* Performance and stability enhancements
* Bug Fixes 1.76 01/20/2024 * Improved Timeline communication and performance
* Enhanced performance and stability within the Dashboard 1.75 12/09/2023 * RightCapital financial planning integration available for the mobile app.
* Innotrust statement integration now supported within the client’s vault.
* Improved performance and stability within the Dashboard section of the app. 1.74 10/28/2023 * Added the ability to easily clear all of your notifications
* Reworked the Account Details page to highlight important information about the account
* Improved performance within the Dashboard and Balance Sheet sections of the app
* Re-added the ability for Firm Users to store their biometrics, allowing for quicker and easier logins 1.73 09/25/2023 * Updated notification bell to provide an easier experience
* Improved loading screen to provide better clarity
* Enhanced mobile web to better support teams
* Dashboard and subsequent cards now supports improve as of date logic 1.71 07/29/2023 * Improved Performance Card to be able to support Additional Benchmark functionality.
* Enhanced loggings to be able to provide additional support for our mobile users.
* Bug Fixes 1.69 06/12/2023 Improved Performance Card: Performance card now allows for access to multiple benchmarks. Giving you the ability to dynamically change your view to better analyze your performance vs selected benchmarks.

Enhanced Biometric Security: Improving our biometric security to provide additional layers of security for the users.

Continued Support Maintenance and Performance Improvements: Continual effort to ensure that the mobile app is a smooth and consistent experience 1.67 04/22/2023 - Bug fixes 1.65 03/04/2023 - Bug fixes 1.64 01/13/2023