SVB Wealth Access
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About this app
SVB Wealth Access
Instantly access your SVB Wealth managed investment accounts with the mobile banking app from SVB Wealth Access. Now you can view your investment accounts via smart phone, tablet or computer. Using the familiar format of our web-based Wealth Portal, the SVB Wealth Access mobile banking app provides you with up-to-date account information whenever you need it.
ENJOY INSTANT ACCESS TO YOUR
Account balances
Portfolio activity
Contributions/withdrawals
Position details
Transaction history
Unrealized gains/losses
Asset allocation
DESIGNED FOR OUR WEALTH MANAGEMENT CLIENTS
As an SVB Wealth Access client, you have exclusive access to our mobile banking app. All existing Wealth Management clients with accounts that have the Wealth Portal enabled may use this app. If you are an SVB Wealth Access client and would like to use the app on your mobile devices, please contact your advisor today.
Instantly access your SVB Wealth managed investment accounts with the mobile banking app from SVB Wealth Access. Now you can view your investment accounts via smart phone, tablet or computer. Using the familiar format of our web-based Wealth Portal, the SVB Wealth Access mobile banking app provides you with up-to-date account information whenever you need it.
ENJOY INSTANT ACCESS TO YOUR
Account balances
Portfolio activity
Contributions/withdrawals
Position details
Transaction history
Unrealized gains/losses
Asset allocation
DESIGNED FOR OUR WEALTH MANAGEMENT CLIENTS
As an SVB Wealth Access client, you have exclusive access to our mobile banking app. All existing Wealth Management clients with accounts that have the Wealth Portal enabled may use this app. If you are an SVB Wealth Access client and would like to use the app on your mobile devices, please contact your advisor today.
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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
What's new
* New Mobile Advisor push notifications
* Enhanced in app alert messaging
* Bug Fixes
* Enhanced in app alert messaging
* Bug Fixes