Associated Bank Wealth Access 4+

Name: Associated Bank Wealth Access
Rating: 1 (2 reviews)
Author: Associated Banc-Corp

Associated Banc-Corp

Designed for iPad

- 1.0 • 2 Ratings

- Free

Description

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.

May 22, 2018

Version 1.0

This app has been updated by Apple to display the Apple Watch app icon.

1.0 out of 5

2 Ratings

No access

Hello. I am an Associated Bank client. How can I use your application? I tried to enter the login and password for my account, but I did not get access.

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.