CGB Mobile vs CBA Vault

Easily access all of your accounts and features right at your fingertips with our mobile app. Manage your accounts, deposit checks, make transfers, pay bills and more! Manage Your Accounts [+] Monitor your checking and savings accounts (current and available) [+] View mortgage, auto loan and other account balances [+] Set up Account Alerts and adjust your preferences Quick Access [+] Enable Touch ID® or Face ID® for a fast and safe way to access your account [+] View your balances on the go with Fast Balances Enhanced Navigation [+] My profile menu to manage notifications and personal preferences [+] Navigation tray with quick access to our top used features [+] Hamburger menu with all of the transactional tools needed to stay on top of your finances Deposit Funds [+] Deposit checks by taking photos of checks to deposit them [+] Instantly view the processing deposit in your account Make Transfers and Payments [+] Transfer funds between your accounts and to other financial institutions [+] View and manage your bills and recurring payments in one place Disclosure [+] Our mobile app is Free, mobile carrier message and data rates may apply [+] Some features are only available for eligible account holders and/or accounts.

By accessing your personal CBA Vault, you can easily (and securely) access, store, share, and manage your personal, financial, and business documents on the go, 24/7. Your personal Vault will allow you to receive and share critical documents and information securely with the Coastal Bridge Advisors team, giving you the peace of mind you deserve. Powered by FutureVault, the Coastal Bridge Advisors Vault offers bank-grade security with end-to-end encryption, multi-factor and biometric authentication, and a proprietary security layer to protect your most important information, data, and documents. Key benefits of the mobile app include the ability to: • Access your information and documents on the go, 24/7. • Upload documents on the go using your camera as a scanner. • Download documents securely from the Vault. • Manage documents across multiple entities and family members. • Securely share your documents with your Trusted Collaborators. • Review your reminders and notifications. Note: To log in to the app, you must be a Coastal Bridge Advisors client, collaborator or user with an active account.