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

Simmons Wealth Management

by Simmons Bank
iPhone iPad
FREE in the App Store

What is it about?

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

App Details

Version
1.83
Rating
(2)
Size
123Mb
Genre
Finance
Last updated
October 12, 2024
Release date
July 28, 2020
More info

App Store 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

Get it for FREE in the App Store
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