send link to app

Simmons Wealth Management app for iPhone and iPad


4.4 ( 3424 ratings )
Finance
Developer: Simmons Bank
Free
Current version: 1.73, last update: 6 months ago
First release : 28 Jul 2020
App size: 125.83 Mb

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