WealthTrac

Convenient and secure access to your trust and investment information wherever you are with WealthTrac Mobile. The application 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.