# First United Wealth Management > Mobile investment account monitoring and performance tracking for wealth management. (iPhone/iPad app by First United Bank & Trust.) - Source: https://appshunter.io/ios/app/first-united-wealth-management/id1508556913 (this page in markdown: same URL + `.md`) - Developer: [First United Bank & Trust](https://appshunter.io/developer/463466389) - Category: Finance - Price: Free - Rating: 5.00/5 from 1 App Store ratings - Age rating: 4+ - Requires: iOS 16.0 · 74 MB - Released: 2020-05-20 - Data updated: 2026-07-05 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/first-united-wealth-management/id1508556913/reviews.md ## What is First United Wealth Management? Always on the go with little time to check your investment accounts? Curious how your account is performing against the market? The First United Wealth Management Mobile App powered by TRUSTtrak lets you quickly view your profile balances without interrupting your daily life. With stunning visuals and account breakdowns you are easily able to gauge your path to wealth on the iPhone or iPad. This Wealth Service app puts your investment information at your fingertips with tools such as: - Account Summary Easily view the most recent summary for your accounts with allocations. - Dashboards Scroll through various dashboards with account breakdowns and visual graphics of your account. - Performance Track how your account is performing compared to the market. ## Key features - View profile balances - Account summaries - Visual dashboards - Market performance comparison - Account breakdowns ## Frequently asked questions about First United Wealth Management ### What is First United Wealth Management? First United Wealth Management is a mobile application designed to help users monitor their investment accounts and track their performance against the market. It offers account summaries, visual dashboards, and detailed breakdowns of account information. ### Is First United Wealth Management free to use? Yes, First United Wealth Management is available for free download and use. There are no in-app purchases or subscription fees associated with accessing its core features. ### What devices does First United Wealth Management support? The app is designed for Apple devices and is available on both iPhone and iPad. It is compatible with devices running iOS. ### How often is First United Wealth Management updated? The latest version of First United Wealth Management is 2026.4.001, and it was last updated on April 28, 2026. This indicates a commitment to regular updates and improvements. ### What are the security features of First United Wealth Management? While specific security features are not detailed in the description, as a wealth management app, it is expected to employ industry-standard security protocols to protect user financial data. Users can typically expect secure login and data encryption. ### Can I link multiple financial institutions to First United Wealth Management? The provided description focuses on viewing profile balances and account summaries within the app itself. It does not specify whether it supports linking accounts from multiple external financial institutions. ### What is the age rating for First United Wealth Management? First United Wealth Management has an age rating of 4+, making it suitable for users of all ages. This rating suggests no mature content is present within the application. ### What do users like about First United Wealth Management? Based on the single rating available, the app has received a perfect 5.0 stars. Users likely appreciate the easy access to account information, clear visuals, and performance tracking capabilities. ## Version history (last 4 releases) ### 2026.4.001 — 2026-04-28 Updated code for compliance. ### 2026.2.001 — 2026-03-04 Fixed issue related to missing theme information. ### 2024.1.0329 — 2024-04-16 New mobile app supporting biometric login. ### 2020.1.0507 — 2020-05-20 No release notes. ## Apps similar to First United Wealth Management | App | Rating | Price | Category | | --- | --- | --- | --- | | [First Bank & Trust Wealth](https://appshunter.io/ios/app/first-bank-and-trust-wealth/id1634825788) | 5.0 (1) | Free | Finance | | [ELCA FCU for Ministries](https://appshunter.io/ios/app/elca-fcu-for-ministries/id1660679439) | 5.0 (2) | Free | Finance | | [First National Bank in ORD](https://appshunter.io/ios/app/first-national-bank-in-ord/id1295312378) | 4.8 (124) | Free | Finance | | [Ixonia Bank Biz Mobile](https://appshunter.io/ios/app/ixonia-bank-biz-mobile/id1660614982) | 4.8 (14) | Free | Finance | | [Fortis Bank - mRDC](https://appshunter.io/ios/app/fortis-bank-mrdc/id1239837373) | 3.0 (2) | Free | Finance | | [First State Trust Company](https://appshunter.io/ios/app/first-state-trust-company/id6461569997) | — | Free | Finance | ## More apps by First United Bank & Trust - [My Bank First United Mobile](https://appshunter.io/ios/app/my-bank-first-united-mobile/id463466386) - [My Bank Business Mobile](https://appshunter.io/ios/app/my-bank-business-mobile/id904993797) - [First United YouFirst](https://appshunter.io/ios/app/first-united-youfirst/id1376335512) All apps by First United Bank & Trust: https://appshunter.io/developer/463466389 --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-07-05.*