First United Wealth Management

Always on the go with little time to check your investment accounts? Curious how your account is performing against the market?
The First United Wealth Management Mobile App powered by TRUSTtrak lets you quickly view your profile balances without interrupting your daily life. With stunning visuals and account breakdowns you are easily able to gauge your path to wealth on the iPhone or iPad. This Wealth Service app puts your investment information at your fingertips with tools such as:
- Account Summary
Easily view the most recent summary for your accounts with allocations.
- Dashboards
Scroll through various dashboards with account breakdowns and visual graphics of your account.
- Performance
Track how your account is performing compared to the market.