# Midland Wealth Access

> Consolidated financial portfolio management and advisor collaboration tool. (iPhone/iPad app by Midland States Bank.)

- Source: https://appshunter.io/ios/app/midland-wealth-access/id1590176252 (this page in markdown: same URL + `.md`)
- Developer: [Midland States Bank](https://appshunter.io/developer/842603866)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 14.0 · 1 MB
- Languages: English
- Released: 2021-10-14
- Data updated: 2026-06-13
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/midland-wealth-access/id1590176252/reviews.md

## What is Midland Wealth Access?

Midland Wealth Access provides a clear, simple 360° financial view of your total portfolio – anywhere, anytime. Dashboard updates daily to track trends and manage your cash flow. See recent trades, current holdings, account transactions and more.

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 your assets and liabilities into one secure platform.

Permissions-based technology makes it easy to share info with your advisor and ensure you’re always tracking your financial goals. Connect with your advisor and better manage your financial life.

Available for select Midland Wealth Management clients.

IT’S EASY TO GET STARTED

Contact your Midland Wealth Management Wealth Advisor today. Midland Wealth Access automatically organizes your personal balance sheet, including assets and liabilities.

MIDLAND WEALTH ACCESS KEY FEATURES

Midland Wealth Access is the industry’s leading Personal Financial Management tool designed for high net worth clients. Key features include:

View entire portfolio 
Simplified reporting and access
Accessible from anywhere
Ability to update your information on the go
Client service team available to assist in aggregation setup 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 Midland Wealth Access currently connects to US and international financial institutions. All reporting will be reported in local currencies.

## Key features

- 360° financial portfolio view
- Daily dashboard updates
- Intelligent data aggregation
- Permissions-based information sharing
- Secure digital document vault
- Multi-generational wealth views


## Frequently asked questions about Midland Wealth Access

### What is Midland Wealth Access?

Midland Wealth Access is a personal financial management tool designed for high net worth clients. It provides a consolidated view of your entire portfolio, including assets and liabilities, and allows for secure sharing of financial information with advisors and other professionals.

### Is Midland Wealth Access secure?

Yes, the app utilizes permissions-based technology to ensure secure sharing of information. It also offers a secure, digital vault for storing financial documents.

### What financial institutions does Midland Wealth Access connect to?

Midland Wealth Access uses intelligent aggregation to link to over 20,000 different financial institutions, including both US and international entities. All reporting is provided in local currencies.

### Who can use Midland Wealth Access?

This app is available for select Midland Wealth Management clients. To get started, clients should contact their Midland Wealth Management Wealth Advisor.

### Does Midland Wealth Access have ads?

No, Midland Wealth Access is ad-free and does not contain advertisements.

### What devices is Midland Wealth Access available on?

Midland Wealth Access is available for iPhone, iPad, and iPod devices.

### How often is the data updated in Midland Wealth Access?

The dashboard in Midland Wealth Access updates daily to help you track trends and manage your cash flow effectively.

### Can I store documents in Midland Wealth Access?

Yes, Midland Wealth Access features a secure, digital vault where you can store important financial documents for easy access and sharing.

## Version history (last 1 release)

### 1.0 — 2021-10-14

No release notes.

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## More apps by Midland States Bank

- [Midland States Bank Mobile](https://appshunter.io/ios/app/midland-states-bank-mobile/id842603863)
- [Midland Pro RDC](https://appshunter.io/ios/app/midland-pro-rdc/id1451855834)
- [Midland Business Mobile](https://appshunter.io/ios/app/midland-business-mobile/id1610807447)

All apps by Midland States Bank: https://appshunter.io/developer/842603866

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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 2026-06-13.*