Convenient and secure access to your trust and investment information wherever you are with WealthTrac Mobile. The application provides a snapshot of your total wealth, making it easy for you to share information with your trusted advisor, making informed financial decisions based on your goals.
Key features include:
- A secure environment, protecting your information.
- Access to your financial information in a clear and simple format.
- Use of your fingerprint as a convenient and secure way to sign in.
- A snapshot of your total portfolio on an aggregated basis or by individual account.
- Detailed holdings information.
- Recent trade activity and transactions.