PSBT Trust & Wealth
10+
Downloads
Everyone
info
About this app
The PSBT Trust & Wealth mobile app offers a clear, streamlined way to view your full financial picture—anytime, anywhere. Stay connected to your Peoples Security Trust & Wealth Solutions accounts with access to your personal balance sheet, recent transactions, portfolio holdings, and daily cash flow trends.
Through the Wealth Access dashboard, you can securely link accounts from over 20,000 institutions. This powerful aggregation tool brings together your assets and liabilities into one easy-to-navigate dashboard.
Collaborate with your advisor securely using permission-based sharing to keep your financial plan aligned and up to date.
Through the Wealth Access dashboard, you can securely link accounts from over 20,000 institutions. This powerful aggregation tool brings together your assets and liabilities into one easy-to-navigate dashboard.
Collaborate with your advisor securely using permission-based sharing to keep your financial plan aligned and up to date.
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
Personal info, Financial info and 5 others
Data is encrypted in transit
Data can’t be deleted
App support
About the developer
Peoples Financial Services Corp.
onlineservices@psbt.com
102 E Drinker St
Dunmore, PA 18512-2432
United States
+1 570-396-1227