Robust Client Portal

Your personal Invst account puts all of your accounts at your fingertips. Our state-of-the-art technology helps you organize your investments, set specific goals, and plan your future. Your financial life just became a lot easier.



Customize your experience 

  • Personalize your app based on your unique needs and wants
  • See every detail of your investment account
  • Choose your own dashboard preferences

Organize all of your accounts in one, easy-to-use app

  • Through our integrations, you can link accounts from over 14,000 financial institutions
  • Add additional liabilities (car loans, student loans, mortgages) and assets (autos, boats, house)
  • Link all of your accounts to have one simple app to monitor your financial life

Track your financial progress

  • Know & track your networth
  • Networth is instantly calculated for all your accounts
  • Set goals and see your progress as you work to achieve your full financial potential

Access your account-specific documents on-demand

  • Free document vault holds all account statements
  • Store valuable documents electronically for easy access anytime (passports, tax returns, insurance, wills, etc)


Performance Dashboard

  • Track individual account and securities
  • Account performance is easy to see and can be viewed in multiple periods
  • Compare to various benchmarks to track real performance
  • See gains and losses

Monitor Activity

  • Get up to date alerts regarding your account activity
  • You can readily see how all of your accounts are invested and allocated within your accounts
  • Monitor account transactions
  • View individual securities and statistics