SVB Wealth Client Portal

Name: SVB Wealth Client Portal
Availability: InStock
Author: First Citizens Bank and Trust

First Citizens Bank and Trust

Everyone

50+

Downloads

Everyone

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About this app

SVB Wealth Client Portal

Instantly access your SVB Wealth managed investment accounts with the mobile banking app from SVB Wealth Client Portal. 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 Client Portal 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 Client Portal 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 Client Portal client and would like to use the app on your mobile devices, please contact your advisor today.

Quickly view your financial picture and interact with your advisor team!

Updated on

Sep 11, 2026

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