Atlantic Union Bank Wealth
View account details and manage investments
Atlantic Union Bank
Description
View investment accounts with a personalized dashboard showing portfolio activity, asset allocation, gains, and losses. Customize dashboard layouts. Access company details and contact information for financial team.
The Atlantic Union Bank Wealth Management mobile application is your personal financial portal that gives you instant access to the following from any of your devices:
• Home Page: Provides company details, contact information for your financial team as well as a personalized at-a-glance view of your investment accounts.
• Portfolio View: Dynamic view of your entire portfolio including a customizable dashboard that shows activity summary, asset allocation, gains and losses, and transactions.
• Document Vault: Track, store, and share important documents with your financial team.