All locations will be closed on Monday, February 16, in observance of Presidents' Day.
Online and mobile banking are available 24/7 for your convenience.
Wealth Online Account Platform & Mobile App
With the launch of our new account platform and mobile app, we are excited for you to experience the many enhancements that will better serve your financial needs. Features include but are not limited to the following:
User-friendly interface
Simple navigation & search functionality
Comprehensive view of account balances & activity
Easy-to-follow periodic account statements
Account Resources
Logging in for the first time?
Please contact your advisor or call us at 1-800-776-5783.
Not sure where to log in?
To log in to your account via our desktop platform, please click on the Online Banking Login in the upper right-hand corner. Once there, choose Account Type Wealth.
Have questions?
Contact your advisor or call us at 1-800-776-5783.
Mobile App1
Along with the desktop account platform comes the convenience of our mobile app, providing you with access to your account anywhere, anytime.
Download the app
Apple App Store Google Play Store
Accessing the app
- You must download it to your mobile device and have an account through our desktop platform.
- If you don't have an account through our desktop platform, you will need to create one in order to use the app. To get your account set up, please contact your advisor or call 1-800-776-5783 for assistance.
- If you already have an account set up through our desktop platform, once you download the app to your mobile device, you can log in using your account username and password.
Wealth & Investment Services
Customized investment strategy built around your life, your needs, and your values. Because it’s not an off-the-shelf, one-size-fits-all solution, you’ll get access to unique opportunities and a plan custom built for you.