Associated Bank Wealth Access
Finance
Free · Designed for iPad
Associated Bank is proud to partner with Wealth Access, Inc., to bring you the most popular digital platform ranked #1 Online Advice Solution in the 2015 Financial Planning Technology Survey: Provides a clear, complete and simple way for you to view your personal balance sheet from anywhere at any time. See the most recent trades and transactions on your accounts, current portfolio holdings as well as leverage the ability to update your information on the go. The Wealth Access dashboard provides data updated daily to track trends and manage your 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 of your assets and liabilities into one secure platform.
Wealth Access’ permissions based technology makes it easy to share info with advisors. By working with your Associated Bank advisor you can ensure that you’re always tracking your financial goals. Have real time conversations with your advisor to manage your financial life.
The developer, Associated Banc-Corp, has not provided details about its privacy practices and handling of data to Apple. For more information, see the developer’s privacy policy .
No Details Provided
The developer will be required to provide privacy details when they submit their next app update.
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- Associated Banc-Corp
- Size
- 1.8 MB
- Category
- Finance
- Compatibility
Requires iOS 10 or later.
- iPhone
Requires iOS 10 or later. - iPad
Requires iPadOS 10 or later. - iPod touch
Requires iOS 10 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+
- 4+
- Copyright
- © 2018 Wealth Access, Inc