BancFirst Trust Mobile
500+
Downloads
Everyone
info
About this app
Wealth Access from BancFirst Trust and Investment Management is the industry's 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.
IT'S EASY TO GET STARTED
Wealth Access is available by contacting your BancFirst trust administrator today.
KEY WEALTH ACCESS FEATURES:
View entire portfolio in real time
Simplified reporting and access
Expenses automatically organized
Client service team to assist in aggregation set-up and onboarding
Fully integrated with the industry's leading financial planning systems
Ability to store financial documents in a secure, digital vault
Shareable with bankers, accountants, attorneys, and family members
Reporting completed using local currencies
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.
IT'S EASY TO GET STARTED
Wealth Access is available by contacting your BancFirst trust administrator today.
KEY WEALTH ACCESS FEATURES:
View entire portfolio in real time
Simplified reporting and access
Expenses automatically organized
Client service team to assist in aggregation set-up and onboarding
Fully integrated with the industry's leading financial planning systems
Ability to store financial documents in a secure, digital vault
Shareable with bankers, accountants, attorneys, and family members
Reporting completed using local currencies
Updated on
Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
No data shared with third parties
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No data collected
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What’s new
To meet Google's new requirements and prepare for the official release of Android 15, we've upgraded to ensure future compatibility and enhance overall security and performance.
Targets Android 15 (API 35): The app is now built against the latest Android SDK, taking advantage of modern features and security protocols.
Future-Proof: You can update your device to Android 15 with confidence, knowing the app will continue to work as expected.
Targets Android 15 (API 35): The app is now built against the latest Android SDK, taking advantage of modern features and security protocols.
Future-Proof: You can update your device to Android 15 with confidence, knowing the app will continue to work as expected.
App support
About the developer
DIGITAL FIRST HOLDINGS LLC
onlinebanking@bancfirst.bank
864 Spring St NW
Atlanta, GA 30308-1007
United States
+1 405-680-6611