Sunflower Bank Wealth Management’s Wealth Access app provides a clear, complete and simple way for you to view your personal balance sheet from anywhere, anytime. Our dashboard provides data updated daily to track trends and manage your cash flow.
With our app, you can:
- View your most recent trades and transactions
- Access your current portfolio holdings
- Update your information on-the-go
- Share information with your advisors to ensure you’re always tracking your financial goals
- Automatically organize your balance sheet information and expenses
Our Wealth Access app’s intelligent aggregation links to more than 20,000 different organizations through multi-tiered sources, providing a complete data aggregation engine with the power to bring all your assets and liabilities into one secure platform.
Investment and insurance products are not FDIC-insured, are not a deposit or other obligation of, or guaranteed by the bank or an affiliate of the bank, are not insured by any federal government agency and are subject to investment risks, including possible loss of the principal amount invested.
The former CIT Wealth Management is now Sunflower Bank Wealth Management. Sunflower Bank Wealth Management’s Wealth Access app is a simple, secure and convenient way to view your balance sheet, track trends, share information with your financial advisor and more.
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...and worse support from an antiquated company. But good for you for trying.
With Family Sharing set up, up to six family members can use this app.