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SouthState Wealth Client App

The SouthState Wealth Client App enables authorized clients to access their Private Wealth portfolio data in a simple, easy to use format

The SouthState Wealth Client App enables authorized clients to access their Private Wealth portfolio data in a simple, easy to use format

SouthState Wealth Client App

by SouthState Bank

What is it about?

The SouthState Wealth Client App enables authorized clients to access their Private Wealth portfolio data in a simple, easy to use format. Clients can view total net worth, individual holdings, transactions, asset allocation, retrieve statements (if enrolled for eStatements), and build custom account groups to customize your view. This app is committed to protecting your security with 2-factor authentication and biometric authentication. Clients must be enrolled in the Global Wealth Access desktop application in order to access the mobile app.

App Details

Version
1.0
Rating
NA
Size
34Mb
Genre
Finance
Last updated
November 25, 2024
Release date
November 25, 2024
More info

App Store Description

The SouthState Wealth Client App enables authorized clients to access their Private Wealth portfolio data in a simple, easy to use format. Clients can view total net worth, individual holdings, transactions, asset allocation, retrieve statements (if enrolled for eStatements), and build custom account groups to customize your view. This app is committed to protecting your security with 2-factor authentication and biometric authentication. Clients must be enrolled in the Global Wealth Access desktop application in order to access the mobile app.

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