Simmons Wealth Management

Features Simmons Wealth Management

Access your portfolio data in a simple, elegant interface with the Simmons Wealth Management Client Portal.
Features:Home Page – At-a-glance view of account informationPortfolio – Dynamic picture of your entire portfolioTimeline – A consolidated feed of interactions with your Simmons teamVault – Easily keep track of and share your important financial and legal documentsTeam – Quickly access contact information for your Simmons teamRequirements: The app is available to Simmons Bank Trust & Wealth clients who have been authorized for the mobile application.
If you would like to request access, please contact your Simmons Bank Trust Officer