SVB Wealth Client Portal
First Citizens Bank · Finance
Independent analytics for this App Store listing. AppTracker is not affiliated with First Citizens Bank.
Chart standing · US
What changed · US
Listing changes AppTracker has observed for this app in this storefront — new versions, price moves, rating shifts, and store copy.
• To-Do items are now named Tasks • Performance Improvements • Bug Fixes
In-app purchases · US
No in-app purchases.
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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 · 1.98.1
• To-Do items are now named Tasks • Performance Improvements • Bug Fixes
Details