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Wealth Management – Trust (PAL) Mobile App

Convenient and secure access to your trust and investment information wherever you are with the First United Wealth Management Mobile App. The app provides a snapshot of your total wealth, making it easy for you to share information with your trusted advisor, making informed financial decisions based on your goals. Key features include:

  • A secure environment, protecting your information
  • Access to your financial information in a clear and simple format
  • Use of your fingerprint (or Face ID) as a convenient and secure way to sign in on applicable mobile devices
  • View a snapshot of your total portfolio on an aggregated basis or by individual account
  • Review detailed holdings information
  • View recent trade activity and transactions
FAQ
Trust Mobile App Screenshot Example

Download the App

Select the proper account for your device and click the link below from your device!

Download on the App Store
Get it on Google Play

We are dedicated to giving you a powerful (and powerfully secure) experience online, every time.

Disclosures

* Fees may apply

** Message and data rates may apply; contact your cellular provider for information on your mobile contract. Most smart phones are supported but some limitations may exist. Call us at (855) 829-7192 if you are experiencing any issues.

iPhone® is a trademark of Apple Inc., registered in the U.S. and other countries. App StoreSM is a service mark of Apple Inc. Android™ is a trademark of Google Inc.

Frequently Asked Questions

Contact your Wealth Advisor directly or call us at (855) 829-7192.

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