IPI Portal

IPI Wealth Management, Inc. Finance iPhoneiPadiPod touch

IPI Portal is a free Finance app for iPhone and iPad by IPI Wealth Management, Inc. Rated 5.0/5 from 1 ratings. Requires iOS 15.6. Updated February 6, 2026.

Rating: 5.0; 1 ratings
Price: Free; on the App Store
Size: 61 MB; Age 4+
Updated: Feb 6; 2026 · v5.22.1

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About IPI Portal

The IPI Mobile app provides you complete access to your assets with IPI Wealth Management, Inc. in a simple, user-friendly interface. View your investment holdings, performance, and more right at your fingertips in a matter of seconds.

What’s new

Version 5.22.1 · Updated February 6, 2026

- Transactions changing to activity tab for managed accounts - Positions changing to allocation tab for managed accounts - Household info section in settings - Biometrics improvement - Performance bar chart - Net worth legend and portfolio graph optimization - Bug fixes

App privacy

The developer, IPI Wealth Management, Inc., reported these privacy practices to Apple.

Data Linked to You

The following data, which may be collected and linked to your identity, may be used for the following purposes:

Usage Data: Product Interaction

Used for: Analytics

Data Not Linked to You

The following data, which may be collected but is not linked to your identity, may be used for the following purposes:

Identifiers: Device ID
Diagnostics: Crash Data, Performance Data, Other Diagnostic Data

Used for: Analytics

App details

IPI Portal is a free Finance app for iPhone, iPad and iPod touch, developed by IPI Wealth Management, Inc. It is rated 5.0 out of 5 from 1 ratings on the App Store, requires iOS 15.6 or later and is 61 MB to download. It was first released on January 17, 2024 and last updated on February 6, 2026.

Category: Finance
Rating: 5.0 / 5 (1 rating)
Price: Free
Version: 5.22.1
Size: 61 MB
Requires: iOS 15.6 or later
Compatibility: iPhone, iPad, iPod touch
Languages: English
Age rating: 4+
Released: January 17, 2024
Last updated: February 6, 2026
Developer: IPI Wealth Management, Inc.

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Alternatives to IPI Portal

Looking for apps like IPI Portal? Here are 6 similar apps on the App Store. The highest rated is Platte Valley Bank (4.9/5), and all 6 are free to download.

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