Wealth Access from BancFirst Trust and Investment Management is the industry's leading personal financial management tool designed for high net worth clients.
Wealth Access provides a clear, complete, and simple way for you to view your personal balance sheet from anywhere at anytime. See the most recent trades and transactions on your accounts and current portfolio holdings, and leverage the ability to update your information on the go.
BancFirst Wealth Access links to over 20,000 US and international financial institutions providing complete data aggregation into one secure platform, allowing for information to be easily shared with advisors. The Wealth Access dashboard provides data updated daily to track trends and manage your cash flow.
IT'S EASY TO GET STARTED
Wealth Access is available by contacting your BancFirst trust administrator today.
KEY WEALTH ACCESS FEATURES:
View entire portfolio in real time
Simplified reporting and access
Expenses automatically organized
Client service team to assist in aggregation set-up and onboarding
Fully integrated with the industry's leading financial planning systems
Ability to store financial documents in a secure, digital vault
Shareable with bankers, accountants, attorneys, and family members
Reporting completed using local currencies
Wealth Access provides a clear, complete, and simple way for you to view your personal balance sheet from anywhere at anytime. See the most recent trades and transactions on your accounts and current portfolio holdings, and leverage the ability to update your information on the go.
BancFirst Wealth Access links to over 20,000 US and international financial institutions providing complete data aggregation into one secure platform, allowing for information to be easily shared with advisors. The Wealth Access dashboard provides data updated daily to track trends and manage your cash flow.
IT'S EASY TO GET STARTED
Wealth Access is available by contacting your BancFirst trust administrator today.
KEY WEALTH ACCESS FEATURES:
View entire portfolio in real time
Simplified reporting and access
Expenses automatically organized
Client service team to assist in aggregation set-up and onboarding
Fully integrated with the industry's leading financial planning systems
Ability to store financial documents in a secure, digital vault
Shareable with bankers, accountants, attorneys, and family members
Reporting completed using local currencies
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