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  • First United Wealth Management screenshot 1
  • First United Wealth Management screenshot 2

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.

First United Wealth Management vs. alternatives
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First United Wealth Management 5.0 / 5 (1 rating) Free September 16, 2026
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Beacon Financial Advisors 5.0 / 5 (1) Free Sep 10, 2024 Compare
FCNB Treasury Management – Free Oct 14, 2026 Compare

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