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.
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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