First Security Wealth Access

Portfolio & Account Access

Free · Designed for iPad. Not verified for macOS.

First Security Bank Trust & Wealth Management’s Wealth Access app gives authorized clients a convenient way to view portfolio and account information from a simple mobile interface. The app is designed to provide secure, on-demand access to important wealth management details while helping clients stay connected with their advisor. Key Capabilities • View portfolio and account details in one place. • Review individual holdings and account-level information. • Track recent transactions and account activity. • View asset allocation details to better understand portfolio composition. • Retrieve account statements through the app. • Communicate with a First Security Bank Trust & Wealth Management advisor, if messaging is enabled. • Access the app through a user-friendly mobile experience designed for authorized wealth management clients. Security Features The app supports security-focused access features, including two-factor authentication and biometric authentication. These safeguards help protect client information while allowing convenient access from a mobile device. Client Benefits For clients, the Wealth Access app creates a more convenient way to stay informed about their financial picture. Instead of relying only on periodic statements or direct requests, authorized users can quickly review portfolio details, monitor activity, access statements, and stay connected with their wealth management relationship team.

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The developer, First Security 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 Linked to You

    The following data may be collected and linked to your identity:

    • Contact Info
    • Identifiers

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

Accessibility

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

Information

Seller
  • First Security Bank
Size
  • 25.7 MB
Category
  • Finance
Compatibility
Requires iOS 11.0 or later.
  • iPhone
    Requires iOS 11.0 or later.
  • iPad
    Requires iPadOS 11.0 or later.
  • iPod touch
    Requires iOS 11.0 or later.
  • Mac
    Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
  • Apple Vision
    Requires visionOS 1.0 or later.
Languages
  • English
Age Rating
4+
Copyright
  • © 2026 First Security Bank
  • Developer Website
  • Privacy Policy

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