View your entire personal balance sheet from anywhere at anytime.
PSBT Trust & Wealth — description
The PSBT Trust & Wealth mobile app offers a clear, streamlined way to view your full financial picture—anytime, anywhere. Stay connected to your Peoples Security Trust & Wealth Solutions accounts with access to your personal balance sheet, recent transactions, portfolio holdings, and daily cash flow trends.
Through the Wealth Access dashboard, you can securely link accounts from over 20,000 institutions. This powerful aggregation tool brings together your assets and liabilities into one easy-to-navigate dashboard.
Collaborate with your advisor securely using permission-based sharing to keep your financial plan aligned and up to date.