First Farmers Wealth Access

First Farmers and Merchants Bank

About this app

First Farmers Wealth Access allows you to link to over 20,000 different institutions through multi-tiered data sources while providing a clear, complete, simple way to view your balance sheet anywhere at any time. It is a comprehensive data aggregation engine with the power to bring all of your assets and liabilities into one secure platform. First Farmers Wealth Access dashboard provides data updated to track trends and manage cash flows. The permissions-based technology makes it easy to share information with your First Farmers Trust Advisor, and by working with us, you can ensure that you are always on track with your financial goals.

IT IS EASY TO GET STARTED
First Farmers Wealth Access is available by contacting your Trust Advisor today.

KEY FEATURES:
First Farmers Wealth Access is the industry’s leading Personal Financial Manager that organizes all of your balance sheet and expenses in one convenient location.

• View your entire Financial Portfolio in real-time
• Easy reporting tools
• Accessible from any device, anywhere
• Support staff during set-up, onboarding, and beyond
• Multi-generational wealth views
• Fully integrated with the industry’s leading financial planning systems
• Secure digital vault to store financial documents
• Share access as needed with Bankers, Accountants, Lawyers, and Family Members

Please note that First Farmers Wealth Access currently connects to the US and International Financial Institutions; however, all reporting will be in local currencies.

To learn more about the First Farmers Wealth Access, visit us at: https://www.myfirstfarmers.com/trust-services/.