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First American Trust–WM Access


4.2 ( 9632 ratings )
Finance Économie et entreprise
Développeur First American Trust
Libre

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.