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First American Trust–WM Access app for iPhone and iPad


4.2 ( 9632 ratings )
Finance Business
Developer: First American Trust
Free
Current version: 1.0, last update: 1 year ago
First release : 29 Nov 2022
App size: 15.94 Mb

Convenient and secure access to your trust and investment information wherever you are with First American Trust Wealth Mobile App. The app 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.
• A snapshot of your total portfolio on an aggregated
basis or by individual account.
• Detailed holdings information.
• Recent trade activity and transactions.