Old Point Wealth GWAccess vs First Security Wealth Access

Global Wealth Access allows clients to access their portfolio data in a simple, easy to use interface. Clients can see total net worth, individual holdings, transactions, asset allocation, retrieve statements and build individual account groups to customize their views. This app is committed to protecting your security with both two-factor and biometric authentication.

First Security Bank Trust & Wealth Management’s Wealth Access app gives authorized clients a convenient way to view portfolio and account information from a simple mobile interface. The app is designed to provide secure, on-demand access to important wealth management details while helping clients stay connected with their advisor. Key Capabilities • View portfolio and account details in one place. • Review individual holdings and account-level information. • Track recent transactions and account activity. • View asset allocation details to better understand portfolio composition. • Retrieve account statements through the app. • Communicate with a First Security Bank Trust & Wealth Management advisor, if messaging is enabled. • Access the app through a user-friendly mobile experience designed for authorized wealth management clients. Security Features The app supports security-focused access features, including two-factor authentication and biometric authentication. These safeguards help protect client information while allowing convenient access from a mobile device. Client Benefits For clients, the Wealth Access app creates a more convenient way to stay informed about their financial picture. Instead of relying only on periodic statements or direct requests, authorized users can quickly review portfolio details, monitor activity, access statements, and stay connected with their wealth management relationship team.