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FTWA Wealth Access 4+
FifthThird Bank
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- 免费
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简介
Fifth Third Wealth Advisors (FTWA) provides account access through Wealth Access. By working with your FTWA advisor, you can always be in touch with your financial goals. Wealth Access provides a secure and simple way for you to view your personal account holdings, trades and transactions from anywhere. With daily account updates, you can see trends and manage cash flow.
Wealth Access' Intelligent Aggregation links to over 20,000 different institutions through multi-tiered data sources, providing a complete data aggregation engine with the power to bring in all your assets and liabilities into one secure platform.
Key Wealth Access Features:
• View entire portfolio in real time
• Simplified reporting and access
• Accessible from anywhere
• Client service team to assist in aggregation set-up and onboarding
• Multi-generational wealth views
• Fully integrated with the industry’s leading financial planning systems
• Ability to store financial documents in a secure, digital vault
• Shareable with bankers, accountants, lawyers and family members
Please note that Wealth Access currently connects to US and international financial institutions. All reporting will be reported in local currencies.
Fifth Third Wealth Advisors LLC is a wholly-owned subsidiary of Fifth Third Bank, National Association, and an investment adviser registered with the U.S. Securities and Exchange Commission (SEC) under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply any level of skill or training. Additional information about Fifth Third Wealth Advisors LLC is available on the SEC’s website at www.adviserinfo.sec.gov.
App 隐私
开发者“FifthThird Bank”已表明该 App 的隐私规范可能包括了下述的数据处理方式。有关更多信息,请参阅开发者隐私政策。
未收集数据
开发者不会从此 App 中收集任何数据。
隐私处理规范可能基于你使用的功能或你的年龄等因素而有所不同。了解更多
信息
- 提供者
- FifthThird Bank
- 大小
- 1.6 MB
- 类別
- 财务
- 兼容性
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- iPhone
- 设备需装有 iOS 14.0 或更高版本。
- iPad
- 设备需装有 iPadOS 14.0 或更高版本。
- iPod touch
- 设备需装有 iOS 14.0 或更高版本。
- Apple Vision
- 设备需装有 visionOS 1.0 或更高版本。
- 语言
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英语
- 年龄分级
- 4+
- Copyright
- © 2021
- 价格
- 免费