SVB Wealth Client Portal

First Citizens Bank · Finance

Free

Chart standing · US

Not currently charting in this storefront.

What changed · US

Listing changes AppTracker has observed for this app in this storefront — new versions, price moves, rating shifts, and store copy.

Aug 26, 2026
New version 1.96 → 1.97

• Login Security Enhancements • Performance Improvements • Bug Fixes

Screenshots

About

SVB Wealth Client Portal Instantly access your Boston Private Wealth managed investment accounts with the mobile banking app from Boston Private. Now you can view your investment accounts via smart phone, tablet or computer. Using the familiar format of our web-based Wealth Portal, the Boston Private mobile banking app provides you with up-to-date account information whenever you need it. ENJOY INSTANT ACCESS TO YOUR Account balances Portfolio activity Contributions/withdrawals Position details Transaction history Unrealized gains/losses Asset allocation DESIGNED FOR OUR WEALTH MANAGEMENT CLIENTS As a Boston Private Wealth client, you have exclusive access to our mobile banking app. All existing Wealth Management clients with accounts that have the Wealth Portal enabled may use this app. If you are a Boston Private Wealth client and would like to use the app on your mobile devices, please contact your advisor today.

What's new · 1.97

• Login Security Enhancements • Performance Improvements • Bug Fixes

Details

ReleasedMay 2021
UpdatedJun 2026
Version1.97
Size146.2 MB
RequiresiOS 12.4 or later
Age rating4+
LanguagesEnglish
PriceFree
Categories Finance
Bundle IDcom.BDMobile.F2585C