About
Access your complete financial picture from anywhere. View real-time portfolio holdings, track trades and transactions, and manage cash flow with daily updated data. Securely store financial documents and share information with advisors and family.
What's New in Core Bank Wealth Access
1.1
December 4, 2024
Updated assets
Developer apps
FAQ
What is Core Bank Wealth Access?
Core Bank Wealth Access is a digital platform designed to provide a clear and complete view of your personal balance sheet from anywhere. It allows you to see recent trades, transactions, and current portfolio holdings, with data updated daily for cash flow management.
Is Core Bank Wealth Access secure?
Yes, the platform uses intelligent aggregation from over 20,000 institutions through multi-tiered data sources, bringing all your assets and liabilities into one secure platform. It also features permissions-based technology for secure information sharing with advisors.
How do I get started with Core Bank Wealth Access?
Core Bank Wealth Access is available by invitation only. If you have not received an invitation, you should reach out to your Core Bank Advisor to request one.
What kind of financial institutions does Core Bank Wealth Access connect to?
Core Bank Wealth Access currently connects to both US and international financial institutions. All reporting will be presented in local currencies for each connected account.
Can I store financial documents in Core Bank Wealth Access?
Yes, the platform includes the ability to store financial documents in a secure, digital vault. This allows for easy access and organization of important financial records.
Does Core Bank Wealth Access have ads?
No, Core Bank Wealth Access does not contain advertisements. The application is free to use and does not display any ads to its users.
What devices is Core Bank Wealth Access available on?
Core Bank Wealth Access is available on iPhone and iPad devices. It is designed for mobile access to your financial information.
How often is the data updated in Core Bank Wealth Access?
The data within the Core Bank Wealth Access dashboard is updated daily. This ensures you can track trends and manage your cash flow with the most current information available.
