Name: UMB Total Wealth
Price: FREE USD
Rating: 4 (1 reviews)

Description

The UMB TotalWealth app allows you to access and track your investment account(s) while you’re on the move. With the app’s simple navigation, you can easily monitor and stay connected to your investment account(s) anytime. In just a few clicks you can access your holdings, asset allocations, and transactions. In addition, the app’s capabilities include:
- A dashboard summarizing your investment account(s), market value, and how your money is invested
- Graphical views showing the value of your investments over time
- Landscape views for more detailed views of your account(s)

You must currently have access to the online [TotalWealth site URL] site to be able to use this application. For assistance in registering, please contact your financial advisor.

User Reviews for UMB Total Wealth 1

for UMB Total Wealth

1 month ago

UMB Total Wealth app provides convenient mobile access to investment accounts with simple navigation and detailed views. Perfect for monitoring investments on-the-go.

Sophia Johnson