Lake City Bank Wealth Access
Finance
Free
Wealth Access from Lake City Bank provides a clear, simple way for you to view your personal balance sheet from anywhere, anytime, including your most recent trades, transactions and current portfolio holdings. The Wealth Access dashboard provides data updated daily to track trends and measure your cash flow.
Wealth Access’s Intelligent Aggregation links to more than 20,000 different institutions through multi-tiered data sources, providing a complete data integration engine that can bring in all your assets and liabilities into one secure platform.
Share information with your advisor using Wealth Access permission-based technology.
Key Features
-View entire portfolio from anywhere, anytime
-Simplified reporting and access
-Client service team assists with aggregation setup and onboarding
-Multi-generational wealth views
-Fully integrated with leading financial planning systems
-Secure digital vault for financial documents
-Shareable with accountants, bankers, attorneys and family members
Contact your Wealth Advisor to get started.
Ratings & Reviews
- This app hasn’t received enough ratings or reviews to display an overview.
The developer, Lake City 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
- Lake City Bank
- Size
- 1.4 MB
- Category
- Finance
- Compatibility
Requires iOS 17.0 or later.
- iPhone
Requires iOS 17.0 or later. - iPad
Requires iPadOS 17.0 or later.
- iPhone
- Languages
- English
- Age Rating
18+
- 18+
- Copyright
- © 2024 Wealth Access, Inc