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Wealth Services Mobile App – TRUSTTrak

Our online Wealth Services platform is designed to provide the same robust experience from a desktop or mobile phone. Giving you account information at your fingertips to help keep your priorities front and center.

Get a snapshot of your total wealth anytime, making it easy for you to share information with your trusted advisor:

  • 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
Getting Started

Your Wealth Advisor or Administrator will help you initiate access to our Wealth Services online and mobile app service. Once account set-up is complete, you can access your account using our website or mobile app.

  • Important! Our mobile app is provided by Infovisa,Inc. and prior to login, requires the following Registration Key: river


Download the App

Select the proper account for your device!

Download on the App Store
Google Play Store icon
Navigating Wealth Services Online Account

Your Wealth Services account offers a number of features and helpful tools:

Home page
View account balances & customize dashboard pages:

  • Select Account Name to view the specific Account Summary.
  • Check current values for each of your accounts along with a total value for all accounts combined.
  • Easily customize dashboard pages to view all account or snapshot data in one place.
Wealth Services Account Access Home Screen
Wealth Services Account Access Dashboard


The Account Summary provides a comprehensive overview, including:

  • Account Balances and Allocations
  • Performance Returns
  • Recent Activity
  • Holdings
  • Contact Information


Enrollment for electronic statements will be completed during initial set-up, allowing you to view or download account statements at your convenience. 

Wealth Services Account Access Statement Samples

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


* 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.

TRUSTTrak is provided by Infovisa, Inc.


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.