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.
Access Your Account

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

Go Mobile

Download the Mobile App today!
Download the App for iPhone or iPad
Download the App for Android Devices
Access Your Account
Investment and insurance products are offered through OSAIC INSTITUTIONS, INC., Member FINRA/SIPC. Osaic Institutions and First Bank are not affiliated. Osaic Institutions does insurance business in California as Osaic Institutions Insurance Agency, CA Agency License #OH30186. Products and investment advisory services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value. First Bank Wealth Management is a trade name of First Bank, and certain products and services are provided through First Bank, and its affiliates and subsidiaries. Neither Osaic Institutions or First Bank, nor any of their affiliates or financial advisors, provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions. Use FINRA’s BrokerCheck to learn about the professional background, certifications, licenses, and any regulatory violations or complaints for any financial advisor.