Wealth Access Platform

The Wealth Access Platform mobile app offers a clear, streamlined way to view your full financial picture—anytime, anywhere. Stay connected to your Wealth Access Platform accounts with access to your personal balance sheet, recent transactions, portfolio holdings, and daily cash flow trends. Through the mobile app, you can link accounts from over 20,000 institutions. This powerful aggregation tool brings together your assets and liabilities into one easy-to-navigate dashboard.