Mobile Access

Quantum Investment Portal

Download the appropriate mobile app for your iPhone, iPad, or Android device

NOTE: The Quantum Investment Portal mobile app will provide access after Friday, Sept. 23rd

Your login credentials are the same ones used for the Quantum Investment Portal accessed from the Clients page.

For iPhone or iPad: Once logged in we recommend enabling “FaceID” or “TouchID” access by enabling Use Biometrics in Menu > Settings > Security after logging into the app.

Quantum Planning Portal

The Planning Portal has a built-in method to create a shortcut on your device for each access, just like a dedicated app.

For iOS: After accessing the portal login screen, you should be prompted to create the shortcut.
If not, tap the iOS Share icon, then Add to Home Screen, then Add

For issues regarding login or navigating either app, please reach out to your Quantum Advisor.