Archived App
This is an archived listing of the app previously available on the App Store.Although the app is no longer distributed by Apple, you can still view its description, screenshots, version history, ratings, and metadata for reference.
About
SWBC Wealth: a personalized financial management tool which allows you to view account information, transactions, balances, easily track performance across multiple custodians all from one user friendly Mobile Application.
An Asset Management tool utilizing state of the art technology to manage all aspects of your financial life with ongoing portfolio management solutions personalized to meet your individuals needs.
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What's New in SWBC Wealth
5.4.0
February 15, 2023
Bug fixes and performance updates
