Simmons Wealth Management

3.2
10 reviews
500+
Downloads
Content rating
Everyone
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About this app

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
Updated on
Jun 12, 2024

Data safety

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
Learn more about how developers declare sharing
This app may collect these data types
Messages, Photos and videos and 4 others
Data is encrypted in transit
You can request that data be deleted

Ratings and reviews

3.2
10 reviews
Shawn Simms-Adams
February 25, 2023
I have utilized for some time the previous app happily and seamlessly. This "new" update will no longer work effectively with my phone. Very disappointing.
2 people found this review helpful
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tyler Armstrong
October 1, 2021
Unable tp log in, it wont use my simmons account and it will not let me create an account will change my review once i can get in
3 people found this review helpful
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Gloria Lambert
April 13, 2024
IS Was good and good