FNWealth Online Access

Put the expertise of First National Wealth Management in your pocket. Access real-time insights, custom account views, and secure document retrieval anytime, anywhere.

Manage your financial future with the same level of care and expertise you’ve come to expect from First National Wealth Management. Our mobile app, offers authorized clients access to monitor their investment portfolios, track performance, and maintain a clear view of their total net worth.

At First National Wealth Management, we believe that staying informed is the key to financial peace of mind. Whether you’re at home or on the go, our app puts your most important financial data right in your pocket.

Comprehensive Portfolio Oversight Gain a 360-degree view of your finances. Our intuitive dashboard allows you to: • Track Net Worth: View your total wealth across all managed accounts in one consolidated view. • Monitor Holdings: Drill down into individual holdings to see positions and current market values. • Analyze Performance: Review recent transactions and historical data to stay on top of your progress. • Asset Allocation: Understand how your money is working for you with clear visual breakdowns of your asset classes.

Tailored to Your Needs No two investors are alike. The FNWM app allows you to customize your experience: • Custom Account Groups: Build and name your own account groups to view your data in a way that makes sense for your specific goals or family structure. • On-Demand Statements: Securely retrieve and view your account statements whenever you need them, reducing paper clutter and increasing accessibility.

Uncompromising Security Your privacy and security are our highest priorities. The FNWM app is built with multi-layered protection to ensure your sensitive information remains confidential: • Two-Factor Authentication (2FA): An extra layer of security to ensure only you can access your data. • Biometric Integration: Support for fingerprint and facial recognition (TouchID/FaceID) for a login experience that is both secure and convenient. • Encrypted Data: We utilize industry-standard encryption protocols to protect your portfolio data at all times.

About First National Wealth Management With a legacy of trust and a commitment to our community, First National Wealth Management provides personalized investment strategies and fiduciary guidance. This app is an extension of our dedication to providing modern tools for our valued clients.

Please Note: Access to this app is available exclusively to authorized clients of First National Wealth Management. To request access or learn more about our services, please visit our website at www.thefirst.com/wealth-management or contact your Relationship Manager.