Logging into InsitePortfolio (iOS)

After downloading the app, log in to InsitePortfolioTM to view Portfolios assigned to you. Insite recommends users log out after each session to ensure data security.

Log In

  1. Tap on the InsitePortfolio app.
  2. Enter the username and password provided by your company's InsitePortfolio Admin.
  3. Tap Sign In..

Log Out

  1. Tap on More on the bottom toolbar.
  2. Select Sign Out, then tap Sign Out to confirm.

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