About
Access your wealth accounts remotely, view balances, performance, and investment allocations. Securely access shared documents and connect with your financial team instantly.
What's New in Oakworth Wealth Management
1.99
October 31, 2026
• Home supports new Total Value settings • Support for new Report notification types • Performance enhancements
MoreDeveloper apps
FAQ
What can I do with Oakworth Wealth Management?
Oakworth Wealth Management allows you to remotely access your wealth accounts. You can view prior day balances, performance, investment allocations, and access shared vault documents. It also lets you view your team and contact them easily.
Is Oakworth Wealth Management secure?
As a financial application, security is paramount. The app enables remote access to sensitive wealth accounts, implying robust security measures are in place to protect client data and financial information.
What devices support Oakworth Wealth Management?
Oakworth Wealth Management is available on iPhone, iPad, and iPod devices. This ensures clients can access their financial information across various Apple mobile devices.
How often is Oakworth Wealth Management updated?
The app was last updated on October 31, 2026, with version 1.99. While the last update date is in the future, it indicates ongoing development and maintenance for the application.
What is the user rating for Oakworth Wealth Management?
Oakworth Wealth Management has a perfect rating of 5.0 stars based on 1 review. This indicates a highly positive initial user experience.
Does Oakworth Wealth Management have ads?
No, Oakworth Wealth Management is ad-free. Users can access their financial information without any advertisements interrupting their experience.
What is the age rating for Oakworth Wealth Management?
Oakworth Wealth Management has an age rating of 4+. This means it is suitable for users aged 4 and above, making it accessible to a broad client base.
Who developed Oakworth Wealth Management?
Oakworth Wealth Management was developed by Oakworth Capital Bank. This affiliation suggests a direct integration with the bank's services and client needs.
