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Through TCB PWA Portal, clients can access their accounts, view investment performance, and asset allocation, monitor credit and access the Document Vault through one singular, streamlined access point
TCB PWA Portal
by Texas Capital Bank
What is it about?
Through TCB PWA Portal, clients can access their accounts, view investment performance, and asset allocation, monitor credit and access the Document Vault through one singular, streamlined access point. Clients can add external investment accounts, credit cards, and checking or savings accounts through Plaid to enable a holistic view of finances in one convenient location, and account balances, asset allocations and transaction information will update automatically. Clients also have the option to "co-browse" the TCB PWA Portal application with their Private Wealth Advisor, allowing for real-time, hands-on strategy and planning.
App Screenshots
App Store Description
Through TCB PWA Portal, clients can access their accounts, view investment performance, and asset allocation, monitor credit and access the Document Vault through one singular, streamlined access point. Clients can add external investment accounts, credit cards, and checking or savings accounts through Plaid to enable a holistic view of finances in one convenient location, and account balances, asset allocations and transaction information will update automatically. Clients also have the option to "co-browse" the TCB PWA Portal application with their Private Wealth Advisor, allowing for real-time, hands-on strategy and planning.
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AppAdvice does not own this application and only provides images and links contained in the iTunes Search API, to help our users find the best apps to download. If you are the developer of this app and would like your information removed, please send a request to takedown@appadvice.com and your information will be removed.
