AMG Wealth
Finance
Free · Designed for iPad. Not verified for macOS.
AMG National Trust Bank is happy to bring you account access through Wealth Access, which was ranked as the #1 Online Advice Solution in the 2015 Financial Planning Technology Survey. By working with your AMG 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 changes and trends and manage cash flow. Wealth Access' Intelligent Aggregation links to over 20,000 different US and international financial institutions, providing the power to view all your assets and liabilities on one secure platform.
AMG’s Wealth Access mobile application provides:
- Access from anywhere on your compatible digital device
- A comprehensive daily view of your portfolio and accounts
- Aggregate financial data from accounts held at AMG and 20,000 other financial institutions
To learn how Wealth Access protects your privacy, please visit https://v2.wealthaccess.com/Content/policies/WA%20-%20Privacy%20Policy.pdf
Ratings & Reviews
update app version
The developer, AMG National Trust 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
- AMG National Trust Bank
- Size
- 1.2 MB
- Category
- Finance
- Compatibility
Requires iOS 14.0 or later.
- iPhone
Requires iOS 14.0 or later. - iPad
Requires iPadOS 14.0 or later. - iPod touch
Requires iOS 14.0 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.
- iPhone
- Languages
- English
- Age Rating
4+
- 4+
- Copyright
- © 2023 Wealth Access, Inc.