SVB Wealth Client Portal

iOS app by First Citizens Bank. Finance · First Citizens Bank

Store rating
0 / 5
Store rating count
0
Download price
Free to download
In-app purchases
Unknown
Version
1.97
Listing last refreshed
2026-09-10

View the original store listing

Store description excerpt

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.

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