Simmons Wealth Management 4+

Simmons Bank

    • 2.5 • 2 Ratings
    • Free

Screenshots

Description

Access your portfolio data in a simple, elegant interface with the Simmons Wealth Management Client Portal.

Features:

Home Page – At-a-glance view of account information

Portfolio – Dynamic picture of your entire portfolio

Timeline – A consolidated feed of interactions with your Simmons team

Vault – Easily keep track of and share your important financial and legal documents

Team – Quickly access contact information for your Simmons team

Requirements: The app is available to Simmons Bank Trust & Wealth clients who have been authorized for the mobile application. If you would like to request access, please contact your Simmons Bank Trust Officer

What’s New

Version 1.78

* Improved the activity summary chart located in the account details
* Updated Allocation Dashboard logic for a consistent experience
* Enhanced the Dashboard: Gain/Loss performance and stability

Ratings and Reviews

2.5 out of 5
2 Ratings

2 Ratings

App Privacy

The developer, Simmons 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 Used to Track You

The following data may be used to track you across apps and websites owned by other companies:

  • Usage Data

Data Linked to You

The following data may be collected and linked to your identity:

  • Financial Info
  • Contact Info
  • User Content
  • Identifiers
  • Usage Data

Data Not Linked to You

The following data may be collected but it is not linked to your identity:

  • Diagnostics

Privacy practices may vary, for example, based on the features you use or your age. Learn More

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