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First American Trust–WM Access

Convenient and secure access to your trust and investment information wherever you are with First American Trust Wealth Mobile App

Convenient and secure access to your trust and investment information wherever you are with First American Trust Wealth Mobile App

First American Trust–WM Access

by First American Trust
First American Trust–WM Access
First American Trust–WM Access
First American Trust–WM Access

What is it about?

Convenient and secure access to your trust and investment information wherever you are with First American Trust Wealth Mobile App. The app provides a snapshot of your total wealth, making it easy for you to share information with your trusted advisor, making informed financial decisions based on your goals.

First American Trust–WM Access

App Details

Version
2024.1.0602
Rating
(1)
Size
50Mb
Genre
Finance Business
Last updated
August 7, 2024
Release date
November 29, 2022
More info

App Store Description

Convenient and secure access to your trust and investment information wherever you are with First American Trust Wealth Mobile App. The app provides a snapshot of your total wealth, making it easy for you to share information with your trusted advisor, making informed financial decisions based on your goals.
Key features include:
• A secure environment, protecting your information.
• Access to your financial information in a clear and
simple format.
• A snapshot of your total portfolio on an aggregated
basis or by individual account.
• Detailed holdings information.
• Recent trade activity and transactions.

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