Lake City Bank Wealth Access

Wealth Access from Lake City Bank provides a clear, simple way for you to view your personal balance sheet from anywhere, anytime, including your most recent trades, transactions and current portfolio holdings. The Wealth Access dashboard provides data updated daily to track trends and measure your cash flow. Wealth Access’s Intelligent Aggregation links to more than 20,000 different institutions through multi-tiered data sources, providing a complete data integration engine that can bring in all your assets and liabilities into one secure platform. Share information with your advisor using Wealth Access permission-based technology. Key Features -View entire portfolio from anywhere, anytime -Simplified reporting and access -Client service team assists with aggregation setup and onboarding -Multi-generational wealth views -Fully integrated with leading financial planning systems -Secure digital vault for financial documents -Shareable with accountants, bankers, attorneys and family members Contact your Wealth Advisor to get started.