Midland Wealth Access

Midland Wealth Access provides a clear, simple 360° financial view of your total portfolio – anywhere, anytime. Dashboard updates daily to track trends and manage your cash flow. See recent trades, current holdings, account transactions and more. Intelligent Aggregation links to over 20,000 different institutions through multi-tiered data sources, providing a complete data aggregation engine with the power to bring in all your assets and liabilities into one secure platform. Permissions-based technology makes it easy to share info with your advisor and ensure you’re always tracking your financial goals. Connect with your advisor and better manage your financial life. Available for select Midland Wealth Management clients. IT’S EASY TO GET STARTED Contact your Midland Wealth Management Wealth Advisor today. Midland Wealth Access automatically organizes your personal balance sheet, including assets and liabilities. MIDLAND WEALTH ACCESS KEY FEATURES Midland Wealth Access is the industry’s leading Personal Financial Management tool designed for high net worth clients. Key features include: View entire portfolio Simplified reporting and access Accessible from anywhere Ability to update your information on the go Client service team available to assist in aggregation setup and onboarding Multi-generational wealth views Fully integrated with the industry’s leading financial planning systems Ability to store financial documents in a secure, digital vault Shareable with bankers, accountants, lawyers and family members Please note that Midland Wealth Access currently connects to US and international financial institutions. All reporting will be reported in local currencies.