Simmons Wealth Management
3.2star
8 reviews
500+
Downloads
Everyone
info
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
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
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
8 reviews
Shawn Simms-Adams
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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
Gloria Lambert
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April 13, 2024
IS Was good and good
tyler Armstrong
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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
What's new
* Improved the activity summary chart located in the account details
* Updated Allocation Dashboard logic for a consistent experience
* Enhanced the Dashboard: Gain/Loss performance and stability
* Updated Allocation Dashboard logic for a consistent experience
* Enhanced the Dashboard: Gain/Loss performance and stability
