Best Fiduciary Trust Account Access Apps

Fidelity Investments

Invest, save, plan in one app.

Free

Invest in stocks, ETFs, and cryptocurrencies with professional insights and powerful tools. Manage cash, pay bills, and automate investments. Offers 24/7 support and robust account protection.

Chevy Chase Trust WealthAccess

by Chevy Chase Trust

Free

Access your financial accounts, view real-time portfolio holdings, and check account activity from anywhere. This app allows you to view statements and easily contact your advisor on the go.

Greenleaf Trust Retirement

Retirement Account Access

Free

Access and manage your retirement accounts with this financial tool. It provides specialized services for wealth management, trust administration, and retirement plan administration, focusing on long-term wealth preservation.

TCV Trust & Wealth Management

by Wealth Access

Free

This app provides a comprehensive view of your personal finances, allowing you to track investments, view recent transactions, and manage cash flow. It securely aggregates data from over 20,000 institutions and facilitates easy information sharing with advisors.

Empower ®

Plan, save, invest, retire

Free

This app provides a comprehensive financial overview, consolidating all your accounts in one place. It offers tools to plan for retirement, manage budgets, track net worth, and simulate financial scenarios, making financial management clearer and simpler.

Associated Bank Wealth Access

by Associated Banc-Corp

Free

This app offers a comprehensive view of your personal finances, consolidating all assets and liabilities into a single, secure platform. Track recent trades, view portfolio holdings, and update information on the go. It facilitates secure information sharing with advisors for goal tracking and real-time financial discussions.