Best Fiduciary Trust Account Access Apps

5.0(3 ratings)

Free

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Access your financial account information on the go. View market value, positions, recent transactions, and important documents securely. Contact your advisor for login help.

Fiduciary Trust International by Fiduciary Trust International

Growing and Protecting Wealth

Strong Contender

by Access Family Office Corp

4.2(10 ratings)

Free

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Manage your wealth and investment accounts securely on the go. View balances, holdings, and recent transactions. Safely share documents with your financial team through a digital vault.

FineMark Trust Mobile App by FineMark National Bank & Trust

Worth Considering

💼 Business

0.0(0 ratings)

Free

More Fiduciary Trust Account Access apps to explore

Access Family Office

💼 Business

Mission Management & Trust Co.

Mission Trust Mobile App

Glenview Trust Wealth Access

by The Glenview Trust Company

Chevy Chase Trust WealthAccess

by Chevy Chase Trust

View all accountsReal-time portfolio holdingsAccount activity tracking

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.

Plan, save, invest, retire

Consolidated account viewRetirement planningBudget tracking

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.

free with in-app purchases

(412K)

Evercore Wealth and Trust

by Evercore Wealth Management, LLC

First Financial Trust, N.A.

by FIRST FINANCIAL TRUST N A

Gulf Coast Bank Trust Services

Trust And Fiduciary Services

TCV Trust & Wealth Management

by Wealth Access

View personal balance sheetTrack recent trades and transactionsMonitor current portfolio holdings

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.

(1)

Valley Wealth & Trust

by global rewards llc

Secure account managementBill and expense monitoringDirect debit scheduling

Manage your trust account securely on the go with tools for account management, bill monitoring, and expense tracking. Receive alerts for bill payments and access statements easily. Communicate with your case manager through secure messaging.

(5)

Goulston & Storrs Trust Portal

by Goulston & Storrs PC

Associated Bank Wealth Access

by Associated Banc-Corp

Consolidated balance sheet viewReal-time trade and transaction trackingPortfolio holdings overview

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.

(2)

Facet: Financial Planning

Flat fee, CFP®, investing

Personalized financial roadmapCFP® professional guidanceInvestment management

This app provides comprehensive financial planning and investment management services. Users can track goals, message financial advisors, view account balances, and access market insights. It offers a personalized roadmap to achieve financial objectives with expert guidance.

(29)