TRB Trust and Wealth MGMT

Finance

Free

See your complete financial picture and interact with your financial advisor. This app provides an intuitive financial dashboard of your finances, document vault, interactive reports, budgeting tools and more – all in a secure and easy to use mobile app. TOP FEATURES - Interactive dashboard showing you your complete financial picture. - Dynamic reports with current investment information. - Document vault for securely viewing files from your wealth advisor. - And more!

  • This app hasn’t received enough ratings or reviews to display an overview.

• To-Do items are now named Tasks • Performance Improvements • Bug Fixes

The developer, Texas Regional 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 Used to Track You

    The following data may be used to track you across apps and websites owned by other companies:

    • Usage Data

Privacy practices may vary, for example, based on the features you use or your age. Learn More

The developer has not yet indicated which accessibility features this app supports. Learn More

Seller
  • Texas Regional Bank
Size
  • 147.3 MB
Category
  • Finance
Compatibility
Requires iOS 15.5 or later.
  • iPhone
    Requires iOS 15.5 or later.
  • iPad
    Requires iPadOS 15.5 or later.
  • iPod touch
    Requires iOS 15.5 or later.
Languages
  • English
Age Rating
4+
Copyright
  • © Black Diamond Wealth Platform