Description
SVB Wealth Client Portal
Instantly access your Boston Private Wealth managed investment accounts with the mobile banking app from Boston Private. Now you can view your investment accounts via smart phone, tablet or computer. Using the familiar format of our web-based Wealth Portal, the Boston Private 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 a Boston Private Wealth 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 a Boston Private Wealth client and would like to use the app on your mobile devices, please contact your advisor today.