BancFirst Trust Mobile
Finance
Free
Wealth Access from BancFirst Trust and Investment Management is the industry's leading personal financial management tool designed for high net worth clients.
Wealth Access provides a clear, complete, and simple way for you to view your personal balance sheet from anywhere at anytime. See the most recent trades and transactions on your accounts and current portfolio holdings, and leverage the ability to update your information on the go.
BancFirst Wealth Access links to over 20,000 US and international financial institutions providing complete data aggregation into one secure platform, allowing for information to be easily shared with advisors. The Wealth Access dashboard provides data updated daily to track trends and manage your cash flow.
IT'S EASY TO GET STARTED
Wealth Access is available by contacting your BancFirst trust administrator today.
KEY WEALTH ACCESS FEATURES:
View entire portfolio in real time
Simplified reporting and access
Expenses automatically organized
Client service team to assist in aggregation set-up and onboarding
Fully integrated with the industry's leading financial planning systems
Ability to store financial documents in a secure, digital vault
Shareable with bankers, accountants, attorneys, and family members
Reporting completed using local currencies
Ratings & Reviews
- This app hasn’t received enough ratings or reviews to display an overview.
The developer, BancFirst Corporation, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Not Collected
The developer does not collect any data from this app.
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- BancFirst Corporation
- Size
- 1.2 MB
- Category
- Finance
- Compatibility
Requires iOS 14.0 or later.
- iPhone
Requires iOS 14.0 or later. - iPad
Requires iPadOS 14.0 or later. - iPod touch
Requires iOS 14.0 or later. - Apple Vision
Requires visionOS 1.0 or later.
- iPhone
- Languages
- English
- Age Rating
4+
- 4+
- Copyright
- © 2022 Wealth Access, Inc.