SVB Wealth Client Portal
SVB Wealth Client Portal Summary
SVB Wealth Client Portal is a free Android app in Finance by First Citizens Bank and Trust. Released in May 2021 (5 years ago). It has about 51+ installs Based on AppGoblin estimates, it reaches roughly 5.00 monthly active users . Store last updated Sep 12, 2026
SVB Wealth Client Portal SDKs Summary
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App Description
Quickly view your financial picture and interact with your advisor team!
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.