AMG Wealth 與 Peterson Rogers 使用情況與統計

AMG National Trust Bank is happy to bring you account access through Wealth Access, which was ranked as the #1 Online Advice Solution in the 2015 Financial Planning Technology Survey. By working with your AMG advisor, you can always be in touch with your financial goals. Wealth Access provides a secure and simple way for you to view your personal account holdings, trades and transactions from anywhere. With daily account updates, you can see changes and trends and manage cash flow. Wealth Access' Intelligent Aggregation links to over 20,000 different US and international financial institutions, providing the power to view all your assets and liabilities on one secure platform. AMG’s Wealth Access mobile application provides: - Access from anywhere on your compatible digital device - A comprehensive daily view of your portfolio and accounts - Aggregate financial data from accounts held at AMG and 20,000 other financial institutions To learn how Wealth Access protects your privacy, please visit https://v2.wealthaccess.com/Content/policies/WA%20-%20Privacy%20Policy.pdf