FineMark Wealth Access

Convenient and secure access to view your personal balance sheet from anywhere at any time. FineMark Wealth Access provides a complete data aggregation engine with the power to bring all your assets and liabilities into one secure platform.

View your current portfolio holdings and the most recent trades and transactions on your accounts. FineMark Wealth Access provides updated data each day to track trends and help manage your cash flow.


It’s simple to get started. FineMark Wealth Access is available by contacting your relationship manager today.

Key features include:

-Real time view of your entire investment portfolio

-Instant access to online banking to view your balances and recent transactions

-Simplified reporting and access from anywhere

-Digital vault storage of your personal and financial documents in one secure location

Please note that FineMark Wealth Access currently connects to US and international financial institutions. All reporting will be done in local currencies.