About Petersen Hastings Portal
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...
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
Previous Versions
Here you can find the changelog of Petersen Hastings Portal since it was posted on our website on 2016-10-29 13:33:08.
The latest version is 5.9.0 and it was updated on 2024-04-19 19:30:08. See below the changes in each version.
Petersen Hastings Portal version 5.9.0
Updated At: 2024-04-10
Changes: Apr 10, 2024
Version 5.9.0
- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature
Petersen Hastings Portal version 5.6.4
Updated At: 2023-12-14
Changes: Dec 14, 2023
Version 5.6.4
- Bug fixes
- User experience improvements
- Added functionality from the web app to the mobile app on our way to creating a cohesive experience from one device to another
Petersen Hastings Portal version 5.5.2
Updated At: 2023-09-07
Changes: Sep 7, 2023
Version 5.5.2
Bug fixes and performance enhancements.
Petersen Hastings Portal version 5.4.0
Updated At: 2023-02-13
Changes: Feb 13, 2023
Version 5.4.0
Bug fixes and performance updates
Petersen Hastings Portal version 4.4.0
Updated At: 2021-10-30
Changes: Oct 30, 2021 Version 4.4.0
Bug fixes and performance updates
Petersen Hastings Portal version 4.1.0
Updated At: 2021-06-13
Changes: 13. Juni 2018 Version 4.1.0
Petersen Hastings Navigator provides a secure, anytime, anywhere account detail for clients to monitor their progress on their personal journey down The Trusted Financial Path™.
Petersen Hastings Portal version 4.1.0
Updated At: 2018-06-13
Changes: Jun 13, 2018 Version 4.1.0
This app has been updated by Apple to use the latest Apple signing certificate.
Petersen Hastings Navigator provides a secure, anytime, anywhere account detail for clients to monitor their progress on their personal journey down The Trusted Financial Path™.
Petersen Hastings Portal version 4.1.0
Updated At: 2018-06-13
Changes: Jun 13, 2018 Version 4.1.0
Petersen Hastings Navigator provides a secure, anytime, anywhere account detail for clients to monitor their progress on their personal journey down The Trusted Financial Path™.
Petersen Hastings Portal version 3.2.0
Updated At: 2015-04-21
Petersen Hastings Portal version 4.1.0
Updated At: 1970-01-01
Changes: 2018年6月13日 Version 4.1.0
Petersen Hastings Navigator provides a secure, anytime, anywhere account detail for clients to monitor their progress on their personal journey down The Trusted Financial Path™.
Disclaimer
Official App Store Link
We do not host Petersen Hastings Portal on our servers. We did not scan it for viruses, adware, spyware or other type of malware. This app is hosted by Apple and passed their terms and conditions to be listed there. We recommend caution when installing it.
The App Store link for Petersen Hastings Portal is provided to you by apps112.com without any warranties, representations or guarantees of any kind, so access it at your own risk.
If you have questions regarding this particular app contact the publisher directly. For questions about the functionalities of apps112.com contact us.
