AUBWM Total Wealth app icon

AUBWM Total Wealth

Track investments and view holdings

Atlantic Union Bank

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Description

View investment holdings, asset allocations, and transaction history. Access a dashboard showing account balances, market value, and investment breakdowns. Track performance with visual charts and graphs.

The Atlantic Union Bank Wealth Management App app lets you access and track your investments from anywhere. With the app’s simple navigation, it's easy to monitor and stay connected to your financial goals—anytime, from any device. In just a few taps, you can access your holdings, asset allocations and transactions. Additional features include: - A dashboard summarizing your investment accounts, market value and how your money is invested - Graphics illustrating the value of your investments over time - Horizontal mode for more detailed views of your account(s) To use the app, you must first be registered for the online portal. For assistance in registering, please contact your Financial Advisor or Relationship Manager.