PSBT Trust & Wealth app icon

Apps Like PSBT Trust & Wealth for iPhone and iPad

View balances, track transactions, manage portfolios

View personal balance sheet, recent transactions, portfolio holdings, and cash flow trends. Link accounts from over 20,000 institutions. Securely aggregate assets and liabilities. Set up alerts for account activity.

by Peoples Security Bank and Trust Company★ 0.00 ratingsFinanceFreeData updated 2026-09-06

Ranked alternatives

Showing 1–20 of 1,000 ranked alternatives.

  1. Lake City Bank Wealth Access app icon

    Lake City Bank Wealth Access

    Lake City Bank

    Track balances, view trades, and check holdings

    View personal balance sheet with real-time updates on trades, transactions, and portfolio holdings. Track cash flow and trends daily. data from over 20,000 institutions via Intelligent Aggregation.

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
  2. PSBT Mobile app icon

    PSBT Mobile

    Peoples Security Bank and Trust Company

    ★ 2.615 ratingsFinanceFreeData updated 2026-09-09
  1. Wilson Bank & Trust app icon

    Wilson Bank & Trust

    Wilson Bank and Trust

    Aggregate accounts, track balances, manage budgets

    View all financial accounts in one place with real-time balance updates. Transfer funds between accounts, set savings goals, and track spending. Receive alerts for transactions and account activity. Manage bills and view detailed transaction history.

    ★ 4.912,246 ratingsFinanceFreeData updated 2026-09-06
  2. Your First Financial app icon

    Your First Financial

    First Financial Bank, NA

    Track accounts, pay bills, move money

    Monitor and track account activity with real-time alerts. Pay bills, deposit checks, and transfer money between accounts. Customize dashboard and view accounts from multiple institutions.

    ★ 4.816,260 ratingsFinanceFreeData updated 2026-09-06
  3. Family Trust Digital Banking app icon

    Family Trust Digital Banking

    Family Trust FCU

    Transfer funds, make payments, find branches

    Access account balances and transaction history. Transfer funds between accounts and external institutions. Make loan payments and locate branches or surcharge-free ATMs. Deposit checks via photo. Log in using online credentials.

    ★ 4.816,826 ratingsFinanceFreeData updated 2026-09-08
  4. Ameriprise Financial app icon

    Ameriprise Financial

    Ameriprise

    Access accounts and track investments

    Track accounts with real-time balance and transaction details. View portfolio performance and investment summaries. Communicate with advisors through in- messaging. Receive account alerts and activity notifications.

    ★ 4.936,692 ratingsFinanceFreeData updated 2026-09-08
  5. Citadel Mobile Banking app icon

    Citadel Mobile Banking

    Citadel Federal Credit Union

    Manage accounts, deposit checks, view balances

    Manage accounts with a single login. Deposit checks instantly. Check balances and view recent transactions. Review transaction history including credit card activity. Access financial health tools and budgeting features.

    ★ 4.824,905 ratingsFinanceFreeData updated 2026-09-08
  6. First Farmers Wealth Access app icon

    First Farmers Wealth Access

    First Farmers and Merchants Bank

    Aggregate accounts, view balances, track finances

    Link accounts from multiple institutions to view consolidated balances and transaction history. Track cash flow and financial trends. Set permissions for data sharing. Receive alerts for account activity.

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
  7. PSBT mRDC app icon

    PSBT mRDC

    Peoples Security Bank and Trust Company

    Deposit checks with your camera anytime

    Deposit checks by photographing them with a camera-enabled device. View account balances and transaction history. Transfer funds between accounts. Receive alerts for account activity. Lock or unlock accounts remotely.

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
  8. CBI Bank & Trust app icon

    CBI Bank & Trust

    Central Bancshares, Inc. - Muscatine, Iowa

    Aggregate accounts, track balances, manage budgets

    View all financial accounts in one place, including external institutions. Check balances, transaction history, and account details in real time. Set up alerts for account activity. Manage budgets and track spending patterns.

    ★ 4.71,948 ratingsFinanceFreeData updated 2026-09-06
  9. Meridian Trust app icon

    Meridian Trust

    Meridian Trust Federal Credit Union

    Access accounts, enable transactions, secure data

    Manage finances with secure login via biometric and fingerprint authentication. Check accounts instantly using Snapshot. Pay bills, deposit checks remotely, and transfer funds between accounts.

    ★ 4.84,866 ratingsFinanceFreeData updated 2026-09-09
  10. Carroll Bank & Trust Mobile app icon

    Carroll Bank & Trust Mobile

    Carroll Bank & Trust

    View balances, track transactions, transfer funds, pay

    View account balances and recent transactions. Transfer funds between accounts. Pay bills remotely. Locate branch locations and ATMs. Set up account alerts and manage security settings.

    ★ 4.9598 ratingsFinanceFreeData updated 2026-09-08

How we rank alternatives

Apps are ranked by functional similarity, category fit, rating confidence, and popularity.