1865 Wealth Advisors
Finance
Only for iPhone
Free · Designed for iPhone. Not verified for macOS.
iPhone
The 1865 Wealth Advisors app allows you to access and track your investment accounts right from your mobile device(s). With the app's simple navigation, you can easily monitor and stay connected to your investment account(s) anytime. In just a few clicks you can access your holdings, asset allocations, and transactions. In addition, the app's capabilities include:
- A dashboard summarizing your investment account(s), market value, and how your money is invested.
- Graphical views showing the value of your investments over time.
- Landscape views for more detailed views of your account(s).
You must currently have access to the online https://cnbbank.ecx.seic.com/ site to be able to use this application. For assistance in registering, please contact your financial advisor.
Ratings & Reviews
- This app hasn’t received enough ratings or reviews to display an overview.
Bugs Fixes and Performance Improvements
The developer, CNB Bank, 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 Linked to You
The following data may be collected but it is not linked to your identity:
- Search History
- Identifiers
- Usage Data
- Diagnostics
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- CNB Bank
- Size
- 24.2 MB
- Category
- Finance
- Compatibility
Requires iOS 16 or later.
- iPhone
Requires iOS 16 or later. - iPod touch
Requires iOS 16 or later. - Mac
Requires macOS 13.0 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- iPhone
- Languages
- English
- Age Rating
4+
- 4+
- Copyright
- © Copyright 2025 | 1865 Wealth Advisors | All Rights Reserved