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Hello. I am an Associated Bank client. How can I use your application? I tried to enter the login and password for my account, but I did not get access.
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About
This app offers a comprehensive view of your personal finances, consolidating all assets and liabilities into a single, secure platform. Track recent trades, view portfolio holdings, and update information on the go. It facilitates secure information sharing with advisors for goal tracking and real-time financial discussions.
✓Consolidated balance sheet view
✓Real-time trade and transaction tracking
✓Portfolio holdings overview
✓Intelligent data aggregation from 20,000+ institutions
✓Permissions-based information sharing with advisors
✓Daily data updates for trend tracking
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What's New in Associated Bank Wealth Access
1.0
June 11, 2018
This app has been updated by Apple to display the Apple Watch app icon.
User reviews
FAQ
What is Associated Bank Wealth Access?
Associated Bank Wealth Access is a digital platform designed to provide a clear and complete view of your personal balance sheet. It allows you to track your assets and liabilities from anywhere, at any time, and facilitates communication with your financial advisor.
How secure is Associated Bank Wealth Access?
The platform utilizes Intelligent Aggregation, linking to over 20,000 institutions through multi-tiered data sources to bring all your assets and liabilities into one secure platform. It also employs permissions-based technology for sharing information.
Can I see my recent transactions with Associated Bank Wealth Access?
Yes, the app allows you to see the most recent trades and transactions on your accounts. It also provides current portfolio holdings and updates data daily to help you track trends and manage cash flow.
Does Associated Bank Wealth Access support many financial institutions?
Yes, the Wealth Access Intelligent Aggregation engine links to over 20,000 different institutions, providing a comprehensive view of all your financial accounts and liabilities.
How does Associated Bank Wealth Access help me work with my advisor?
The app's permissions-based technology makes it easy to share information with your Associated Bank advisor. This ensures you are always tracking your financial goals and allows for real-time conversations to manage your financial life.
What devices is Associated Bank Wealth Access available on?
Associated Bank Wealth Access is available for iPhone, iPad, and iPod. It is designed for mobile access to your financial information.
When was Associated Bank Wealth Access last updated?
The application was last updated on June 11, 2018, with version 1.0. The release date was also June 11, 2018.
What is the user rating for Associated Bank Wealth Access?
Associated Bank Wealth Access has a rating of 1.0 stars from 2 ratings. This indicates a very low user satisfaction based on the available data.
