BancFirst Trust Mobile

Features BancFirst Trust Mobile

Wealth Access from BancFirst Trust and Investment Management is the industrys leading personal financial management tool designed for high net worth clients.
Wealth Access provides a clear, complete, and simple way for you to view your personal balance sheet from anywhere at anytime.
See the most recent trades and transactions on your accounts and current portfolio holdings, and leverage the ability to update your information on the go.
BancFirst Wealth Access links to over 20,000 US and international financial institutions providing complete data aggregation into one secure platform, allowing for information to be easily shared with advisors.
The Wealth Access dashboard provides data updated daily to track trends and manage your cash flow.ITS EASY TO GET STARTEDWealth Access is available by contacting your BancFirst trust administrator today.KEY WEALTH ACCESS FEATURES: View entire portfolio in real timeSimplified reporting and accessExpenses automatically organizedClient service team to assist in aggregation set-up and onboardingFully integrated with the industrys leading financial planning systemsAbility to store financial documents in a secure, digital vaultShareable with bankers, accountants, attorneys, and family membersReporting completed using local currencies