First Wealth Management

Grow your wealth with the First Wealth Management App to view your managed investment accounts from anywhere. With this app, you can connect with your accounts and your financial advisor to:

· View your account balance, holdings, performance, activity and more
· Connect accounts to view balances held outside of First Wealth Management
· Track progress toward your goals
· Message and share documents with your First Wealth Management Financial Team
· View and sign documents related to your First Wealth Management accounts
· View portfolio allocation and performance
· Electronically sign documents
· Research market news, security quotes, and historic charts
· Stay on top of your investments by comparing your current portfolio allocation to a blended benchmark appropriate for your target allocation

The First Wealth Management Mobile App is a managed investment account management tool available for use by customers of First Wealth Management.

To use the First Wealth Management Mobile App, you must have an active First Wealth Management account.

You can rest assured it’s our security team’s primary job to safeguard your financial data. We use multiple layers of security, in every component of our systems, to protect your accounts, your money, and keep your information private.

Account data used in First Wealth Management app screenshots is for illustrative purposes only, does not reflect actual account data and is not a recommendation.

First Wealth Management cannot guarantee future financial results.