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1865 Wealth Advisors

"The 1865 Wealth Advisors app allows you to access and track your investment accounts right from your mobile device(s)

"The 1865 Wealth Advisors app allows you to access and track your investment accounts right from your mobile device(s)

1865 Wealth Advisors

by CNB Bank

What is it about?

"The 1865 Wealth Advisors app allows you to access and track your investment accounts right from your mobile device(s). With the app's simple naviagtion, you can easily monitor and stay connected to your investment account(s) anytime. In just a few clicks you can access your holdings, asset allocations, and transactions. In addtion, the app's capabilities include:

App Details

Version
48.0.0
Rating
NA
Size
22Mb
Genre
Finance
Last updated
August 18, 2025
Release date
August 18, 2025
More info

App Store Description

"The 1865 Wealth Advisors app allows you to access and track your investment accounts right from your mobile device(s). With the app's simple naviagtion, you can easily monitor and stay connected to your investment account(s) anytime. In just a few clicks you can access your holdings, asset allocations, and transactions. In addtion, the app's capabilities include:
- A dashboard summarizing your investment accoun(s), market value, and how your money is invested.
- Graphical views showing the value of your investments over time.
- Landscape views for more detailed views of your account(s).

You must currently have access to the online https://cnbbank.ecx.seic.com/ site to be able to use this application. For assistance in registering, please contact your financial advisor."

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