ISB Trust & Wealth Management

ISB Trust & Wealth Management

ISB Trust Client Portal

2 ratings
Free

Rating summary
2
0
0
0
0

Details

  • Released
  • Updated
  • March 22, 2024
  • February 4, 2026

Features

ISB Trust & Wealth Management screenshot #1 for iPhone
ISB Trust & Wealth Management screenshot #2 for iPhone
ISB Trust & Wealth Management screenshot #3 for iPhone
ISB Trust & Wealth Management screenshot #4 for iPhone
ISB Trust & Wealth Management screenshot #5 for iPhone
ISB Trust & Wealth Management screenshot #6 for iPhone
ISB Trust & Wealth Management screenshot #7 for iPhone
ISB Trust & Wealth Management screenshot #8 for iPhone
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About

Access your investment portfolio and financial data through a secure online portal. View net worth, holdings, transactions, and asset allocation. Customize your views with custom account groups and enjoy robust security features.

Portfolio data access
Net worth tracking
Transaction history
Asset allocation view
Customizable account groups
2-factor authentication
Biometric authentication
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What's New in ISB Trust & Wealth Management

3.0.0

February 4, 2026

Major enhancements and bug fixes

Developer apps

FAQ

What is ISB Trust & Wealth Management?

ISB Trust & Wealth Management is an online portal provided by Iowa State Bank for its Trust & Wealth Management clients. It allows authorized users to securely access their portfolio data, view holdings, track transactions, and monitor their net worth.

Is ISB Trust & Wealth Management secure?

Yes, the app prioritizes security with features like 2-factor authentication and biometric authentication to protect your financial information.

What financial information can I see in ISB Trust & Wealth Management?

You can view your total net worth, individual holdings, transaction history, and asset allocation. The app also allows you to build custom account groups for personalized views.

What devices does ISB Trust & Wealth Management support?

ISB Trust & Wealth Management is available on iPhone, iPad, and iPod devices.

How often is ISB Trust & Wealth Management updated?

The latest version, 3.0.0, was released on 2026-02-04, indicating regular updates to maintain functionality and security.

What is the rating for ISB Trust & Wealth Management?

ISB Trust & Wealth Management has an excellent rating of 5.0 stars based on 2 user reviews.

Does ISB Trust & Wealth Management have ads?

No, ISB Trust & Wealth Management is ad-free, providing an uninterrupted user experience.

Is there a cost to use ISB Trust & Wealth Management?

No, ISB Trust & Wealth Management is available for free.