Access your portfolio data in a simple, elegant interface with the Simmons Wealth Management Client Portal. Features: Home Page – At-a-glance view of account information Portfolio – Dynamic picture of your entire portfolio Timeline – A consolidated feed of interactions with your Simmons team Vault – Easily keep track of and share your important financial and legal documents Team – Quickly access contact information for your Simmons team Requirements: The app is available to Simmons Bank Trust & Wealth clients who have been authorized for the mobile application. If you would like to request access, please contact your Simmons Bank Trust Officer
Finance · iPhone, iPad, Android · Free
Rating: 2.5 out of 5, based on 2 user ratings.
