FineMark Wealth Access
Finance
Free
FINEMARK WEALTH ACCESS
Convenient and secure access to view your personal balance sheet from anywhere at any time. FineMark Wealth Access provides a complete data aggregation engine with the power to bring all your assets and liabilities into one secure platform.
View your current portfolio holdings and the most recent trades and transactions on your accounts. FineMark Wealth Access provides updated data each day to track trends and help manage your cash flow.
It’s simple to get started. FineMark Wealth Access is available by contacting your relationship manager today.
Key features include:
-Real time view of your entire investment portfolio
-Instant access to online banking to view your balances and recent transactions
-Simplified reporting and access from anywhere
-Digital vault storage of your personal and financial documents in one secure location
Please note that FineMark Wealth Access currently connects to US and international financial institutions. All reporting will be done in local currencies.
Ratings & Reviews
- This app hasn’t received enough ratings or reviews to display an overview.
Updated assets
The developer, Commerce 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:
- Financial Info
- Contact Info
- Contacts
- User Content
- Usage Data
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- Commerce Bank
- Size
- 978.9 KB
- Category
- Finance
- Compatibility
Requires iOS 17.0 or later.
- iPhone
Requires iOS 17.0 or later. - iPad
Requires iPadOS 17.0 or later. - Apple Vision
Requires visionOS 1.0 or later.
- iPhone
- Languages
- English
- Age Rating
4+
- 4+
- Copyright
- © 2023 Wealth Access, Inc