# LMB Wealth Access

> LMB Wealth Access (iPhone/iPad app by Wealth Access.)

- Source: https://appshunter.io/ios/app/lmb-wealth-access/id1131765618 (this page in markdown: same URL + `.md`)
- Developer: [Wealth Access](https://appshunter.io/developer/1079917691)
- Category: Finance
- Price: Free
- Age rating: 4+
- Requires: iOS 10 · 2 MB
- Languages: American English
- Released: 2016-07-08
- Data updated: 2026-05-19
- User reviews in markdown: https://appshunter.io/ios/app/lmb-wealth-access/id1131765618/reviews.md

## What is LMB Wealth Access?

LMB Wealth Access provides a clear, complete and simple way for you to view your personal balance sheet from anywhere at any time. See the most recent trades and transactions on your accounts, current portfolio holdings as well as leverage the ability to update your information on the go. The LMB Wealth Access dashboard provides data updated daily to track trends and manage your cash flow.

LMB Wealth Access’ 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 of your assets and liabilities into one secure platform.

LMB Wealth Access’ permissions-based technology makes it easy to share info with advisors. By working with your advisor you can ensure that you’re always tracking your financial goals. Have real time conversations with your advisor to manage your financial life. 

IT’S EASY TO GET STARTED
LMB Wealth Access is available by contacting your wealth advisor today.
LMB Wealth Access automatically organizes all of your balance sheet and organizes your expenses.

KEY LMB WEALTH ACCESS FEATURES: 
LMB Wealth Access is the industry’s leading PFM designed for high net worth clients that includes: 
View entire portfolio in real time
Simplified reporting and access
Accessible from anywhere
Client service team to assist in aggregation set-up 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 LMB Wealth Access currently connects to US and international financial institutions. All reporting will be reported in local currencies. 
To learn how LMB Wealth Access protects your privacy, please visit https://simmonsbank.com/privacy-security/privacy-policy


## Version history (last 5 releases)

### 2.1.4 — 2020-02-19

Landmark Bank merged with Simmons Bank in February 2020. Updating app branding to match new branding.

### 2.1.1 — 2018-03-02

Updating app name

### 2.1 — 2017-12-08

Fingerprint + Face Id Authentication (Log in and select remember me)
iPhone X compatibility
Improve ability to open documents

### 2.0.0 — 2017-02-01

In this release, we upgraded the App to provide a better user experience that is consistent in functionality and look and feel with the web version.
- You can now customize your dashboard to see the information that is most important to you.
- Vastly improved account addition process.
- Increased functionality and ways to view your wealth.
- Look and feel is now consistent with with web version.
- Tablet App is optimized for the table.
- Includes performance optimization and bug fixes.

### 1.0 — 2016-07-08

No release notes.

## More apps by Wealth Access

- [Wealth Access Mobile](https://appshunter.io/ios/app/wealth-access-mobile/id1079917692)
- [INTRUST Wealth](https://appshunter.io/ios/app/intrust-wealth/id1136367456)
- [The Trust Company of Tennessee](https://appshunter.io/ios/app/the-trust-company-of-tennessee/id1139760986)
- [Avalon Advisors](https://appshunter.io/ios/app/avalon-advisors/id1210156375)
- [TCV Trust & Wealth Management](https://appshunter.io/ios/app/tcv-trust-and-wealth-management/id1245859514)

All apps by Wealth Access: https://appshunter.io/developer/1079917691

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*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 2026-05-19.*