PSBT Trust & Wealth
Finance
Free · Designed for iPad. Not verified for macOS.
The PSBT Trust & Wealth mobile app offers a clear, streamlined way to view your full financial picture—anytime, anywhere. Stay connected to your Peoples Security Trust & Wealth Solutions accounts with access to your personal balance sheet, recent transactions, portfolio holdings, and daily cash flow trends.
Through the Wealth Access dashboard, you can securely link accounts from over 20,000 institutions. This powerful aggregation tool brings together your assets and liabilities into one easy-to-navigate dashboard.
Collaborate with your advisor securely using permission-based sharing to keep your financial plan aligned and up to date.
Ratings & Reviews
- This app hasn’t received enough ratings or reviews to display an overview.
The developer, Peoples Security Bank and Trust Company, 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
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
- User Content
- Diagnostics
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- Peoples Security Bank and Trust Company
- Size
- 1.1 MB
- Category
- Finance
- Compatibility
Requires iOS 17.0 or later.
- iPhone
Requires iOS 17.0 or later. - iPad
Requires iPadOS 17.0 or later. - Mac
Requires macOS 14.0 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
- © 2025 Wealth Access, Inc