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
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
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