First United Wealth Management
First United Bank & Trust Finance iPhoneiPadiPod touch
First United Wealth Management is a free Finance app for iPhone and iPad by First United Bank & Trust. Rated 5.0/5 from 1 ratings. Requires iOS 16.0.
- Rating
- 5.0
- 1 ratings
- Price
- Free
- on the App Store
- Size
- 83 MB
- Age 4+
- Updated
- Sep 16
- 2026 · v2026.8.002
Screenshots
About First United Wealth Management
Always on the go with little time to check your investment accounts? Curious how your account is performing against the market? The First United Wealth Management Mobile App powered by TRUSTtrak lets you quickly view your profile balances without interrupting your daily life. With stunning visuals and account breakdowns you are easily able to gauge your path to wealth on the iPhone or iPad. This Wealth Service app puts your investment information at your fingertips with tools such as: - Account Summary Easily view the most recent summary for your accounts with allocations. - Dashboards Scroll through various dashboards with account breakdowns and visual graphics of your account. - Performance Track how your account is performing compared to the market.
What’s new
Version 2026.8.002 · Updated September 16, 2026
Updates for Multi-Factor Authentication.
App privacy
The developer, First United Bank & Trust, reported these privacy practices to Apple.
Data Not Collected
The developer does not collect any data from this app.
Alternatives to First United Wealth Management
Looking for apps like First United Wealth Management? Here are 6 similar apps on the App Store. The highest rated is Beacon Financial Advisors (5.0/5), and all 6 are free to download.
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A&I Financial Services
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Elliott Cove Capital Mgmt.
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| App | Rating | Price | Last updated | Compare |
|---|---|---|---|---|
| First United Wealth Management | 5.0 / 5 (1 rating) | Free | September 16, 2026 | |
| Liberty IFA | – | Free | Jun 26, 2025 | Compare |
| A&I Financial Services | – | Free | Jun 26, 2025 | Compare |
| Elliott Cove Capital Mgmt. | – | Free | Jun 26, 2025 | Compare |
| Mission Management & Trust Co. | – | Free | Mar 24, 2025 | Compare |
| Beacon Financial Advisors | 5.0 / 5 (1) | Free | Sep 10, 2024 | Compare |
| FCNB Treasury Management | – | Free | Oct 14, 2026 | Compare |