SVB Wealth Client Portal
First Citizens Bank Finance iPhoneiPadiPod touch
SVB Wealth Client Portal is a free Finance app for iPhone and iPad by First Citizens Bank. Requires iOS 15.5. Updated September 15, 2026.
- Price
- Free
- on the App Store
- Size
- 141 MB
- Age 4+
- Updated
- Sep 15
- 2026 · v1.98.1
Screenshots
About SVB Wealth Client Portal
SVB Wealth Client Portal Instantly access your Boston Private Wealth managed investment accounts with the mobile banking app from Boston Private. Now you can view your investment accounts via smart phone, tablet or computer. Using the familiar format of our web-based Wealth Portal, the Boston Private mobile banking app provides you with up-to-date account information whenever you need it. ENJOY INSTANT ACCESS TO YOUR Account balances Portfolio activity Contributions/withdrawals Position details Transaction history Unrealized gains/losses Asset allocation DESIGNED FOR OUR WEALTH MANAGEMENT CLIENTS As a Boston Private Wealth client, you have exclusive access to our mobile banking app. All existing Wealth Management clients with accounts that have the Wealth Portal enabled may use this app. If you are a Boston Private Wealth client and would like to use the app on your mobile devices, please contact your advisor today.
What’s new
Version 1.98.1 · Updated September 15, 2026
• To-Do items are now named Tasks • Performance Improvements • Bug Fixes
App privacy
The developer, First Citizens Bank, reported these privacy practices to Apple.
Data Used to Track You
The following data may be used to track you across apps and websites owned by other companies:
- Usage Data: Product Interaction
Data Linked to You
The following data, which may be collected and linked to your identity, may be used for the following purposes:
- Usage Data: Product Interaction
- Contact Info: Physical Address, Email Address, Phone Number, Other User Contact Info
- User Content: Photos or Videos
- Identifiers: User ID
Used for: Analytics, App Functionality
Data Not Linked to You
The following data, which may be collected but is not linked to your identity, may be used for the following purposes:
- Diagnostics: Crash Data
Used for: App Functionality
Alternatives to SVB Wealth Client Portal
Looking for apps like SVB Wealth Client Portal? Here are 6 similar apps on the App Store. The highest rated is Montesa Wealth Management (5.0/5), and all 6 are free to download.
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Montesa Wealth Management
5.0
-
Green.com
-
WaFd Wealth Management
5.0
-
Tanglewood Wealth
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Douglass Winthrop Portal
5.0
-
Flexible Plan Investments
1.0
| App | Rating | Price | Last updated | Compare |
|---|---|---|---|---|
| SVB Wealth Client Portal | – | Free | September 15, 2026 | |
| Montesa Wealth Management | 5.0 / 5 (1) | Free | Sep 15, 2026 | Compare |
| Green.com | – | Free | Oct 12, 2026 | Compare |
| WaFd Wealth Management | 5.0 / 5 (1) | Free | Sep 15, 2026 | Compare |
| Tanglewood Wealth | – | Free | Sep 15, 2026 | Compare |
| Douglass Winthrop Portal | 5.0 / 5 (4) | Free | Jun 13, 2026 | Compare |
| Flexible Plan Investments | 1.0 / 5 (1) | Free | Jun 26, 2025 | Compare |