Best Wilmington Trust Apps

4.8😞(12K ratings)

Free

Manage your investment and insurance accounts, make payments, and track your net worth. Consolidate all your financial accounts in one place to monitor spending and view your overall financial health.

What We Love

👍 Simple interface
👍 User-friendly
🚀 Helps track finances
🚀 Consolidates financial information
🔒 Secure app

Room to Improve

🐛 Limited functionality
🐛 Unreliable account linking
🐛 Frequent login issues
🐛 Outdated or inaccurate data
🐛 Buggy and crashes often
🔍 Lacks advanced features

Investors Trust Company by INVESTORS TRUST COMPANY

Strong Contender

0.0(0 ratings)

Free

UBS Wealth Management by UBS AG

Worth Considering

Bryn Mawr Trust A WSFS Company

4.8😐(65K ratings)

Free

Manage your finances and investments with a personalized digital experience. Track spending, set budgets, and oversee your UBS-administered equity awards. Designed for existing UBS clients to navigate their financial lives conveniently.

What We Love

🚀 Easy to use
🔒 Secure access
👍 Convenient mobile deposit
🚀 Quick and efficient
👍 Reliable service

Room to Improve

🐛 Buggy and not functional
👎 Limited functionality
👎 Lack of transparency on fees
👎 Confusing layout and navigation
👎 Inconsistent performance

More Wilmington Trust apps to explore

by WSFS Financial Corporation

FineMark Trust Mobile App

by FineMark National Bank & Trust

💼 Business

Wealthfront: Save and Invest

Saving, investing, stocks.

High-yield cash account with APYAutomated ETF portfoliosCommission-free stock and ETF investing

This app offers a high-yield cash account, automated investing with expert-built portfolios, and commission-free stock trading. It provides a consolidated view of your finances to help you build wealth and plan for retirement.

free with in-app purchases

(17K)

Unit Trust Corporation

by Trinidad & Tobago Unit Trust Corporation

Access accountsManage investmentsView financial services

Manage your investments and access financial services conveniently. This portal allows you to view your accounts and stay informed about the latest updates, all within a single application.

Greenleaf Trust Retirement

Retirement Account Access

Retirement account accessWealth managementTrust administration

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.

(26)

Venture, Real estate, Income

Fundrise: Invest in Alts

Invest in private real estateInvest in venture capitalInvest in private credit

Build a diversified portfolio of private market investments, including real estate, venture capital, and private credit. Access high-growth opportunities and receive transparent reporting with bank-level security. Start investing with flexible minimums.

Manage your employer-sponsored retirement plan on the go. Check your retirement balance, view investments and contributions, and communicate securely within the app.

Retirement plan managementCheck retirement balanceView investments

(10)

Columbia Private Trust

by Columbia Bank (OR)

Account dashboard summaryInvestment value over timeGraphical investment views

Access and track your investment accounts with this mobile app. Monitor balances, view transactions, and manage contact information. Features include a dashboard summary, graphical investment views, and detailed account insights.

(1)

First PREMIER Bank Trust

by First PREMIER Bank

View portfolio balancesAccess account summariesTrack holdings

Access your investment information securely on the go. Quickly view portfolio balances, account summaries, holdings, and performance with detailed breakdowns and graphs.

(9)

Gulf Coast Bank Trust Services

Trust And Fiduciary Services

Trust & Will: Estate Planning

Start your trust or will today

Create Wills and TrustsOrganize and track assetsAccess legal documents anywhere

Create, organize, and update your estate plan from your phone. Protect your legacy and loved ones with state-specific legal documents like Wills and Trusts. Capture and track your assets easily.

free with in-app purchases

(136)

LT Trust

by LT Trust Company

View account balanceCheck investment electionsAccess important account information

Manage your retirement plan by accessing key details like your current balance and investment choices. Stay informed about your financial future with easy-to-view account information.

(15)

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.

Manage digital assets, facilitate global payments, and explore investment options. This platform allows users to set up and manage trusts for enhanced financial control.

Digital asset conversionGlobal payment accessTrust management

(1)

Trust Company of Vermont

by Equity Trust Company

View IRA balances and asset valuesTrack investment activityRequest investments and distributions

Manage your self-directed IRA and retirement accounts on the go. View balances, track investments, and perform transactions for traditional and alternative assets. Securely access your account information and manage beneficiary details.

by The Washington Trust Company of Westerly

Portfolio data accessSimple interfaceElegant design

Access your portfolio data through a streamlined interface. This application is designed exclusively for approved Washington Trust Wealth Management clients. Contact your client service team to request access.

(3)