First United Wealth Management 與 Whittier Trust CA 使用情況與統計
Always on the go with little time to check your investment accounts? Curious how your account is performing against the market?
The First United Wealth Management Mobile App powered by TRUSTtrak lets you quickly view your profile balances without interrupting your daily life. With stunning visuals and account breakdowns you are easily able to gauge your path to wealth on the iPhone or iPad. This Wealth Service app puts your investment information at your fingertips with tools such as:
- Account Summary
Easily view the most recent summary for your accounts with allocations.
- Dashboards
Scroll through various dashboards with account breakdowns and visual graphics of your account.
- Performance
Track how your account is performing compared to the market.
- Apple App Store
- 免費版
- 金融
商店排名
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Convenient and secure access to your trust and investment information wherever you are with the Whittier Trust Mobile App. The app provides a snapshot of your total wealth, making it easy for you to share information with your trusted advisor, making informed financial decisions based on your goals.
- Key features include:
- A secure environment, protecting your information.
- Access to your financial information in a clear and simple format.
- Use of your fingerprint as a convenient and secure way to sign in.
- A snapshot of your total portfolio on an aggregated basis or by individual account.
- Detailed holdings information.
- Recent trade activity and transactions.
- Apple App Store
- 免費版
- 金融
商店排名
- -
First United Wealth Management VS. 
Whittier Trust CA12月 15, 2024