Wealth Management Website Portal

Get a complete portfolio picture with our new digital hub.
  • Stay on top of your finances with 24/7 secure access.
  • Monitor your portfolio with new, robust functionality.
  • View/download statements and other documents.

First Bank Wealth Management Website Portal

Explore our new, immersive First Bank Wealth Management digital hub.
First Bank Wealth Management continues to invest in your digital wealth management experience and is proud to offer you this best-in-class technology. We invite you to peruse this new, personalized interactive digital platform as it offers you instant access to your financial and investment information. 

Here are some of the new features: 

  • Enjoy a personalized portfolio dashboard.
  • Strategize with an allocation breakdown of your portfolio.
  • Review your current and historical performance.
  • Check your portfolio on the go with a convenient First Bank Wealth Management mobile app.
  • Stay connected with access to your dedicated First Bank Wealth Management team's contact information.
  • Share documents securely with your First Bank Wealth Management team.
  • Much more!

Explore the Portal

Login to the First Bank Wealth Management Portal today and see for yourself.

Watch an overview video from First Bank Wealth Management’s Chief Investment Officer George Nicola, CFP®, CIMA®, CAIA. 

See What Our Clients Are Saying:

“I want to let you know how much I like the new app. The overview tutorial showed me everything I needed for setup. Thank you again for the update. I really like using the app!”

- First Bank Wealth Management Client