Petersen Hastings Portal
10+
Downloads
Everyone
info
About this app
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.
• 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.
Updated on
Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
What’s new
- Android 16KB support
App support
About the developer
PETERSEN HASTINGS WEALTH ADVISORS, INC.
brandane@petersenhastings.com
8203 W Quinault Ave Ste 101
Kennewick, WA 99336
United States
+1 509-735-0484