Associated Portfolio Online

November 11, 2025

More About Associated Portfolio Online

Convenient and secure access to your trust and investment information wherever you are with Associated Portfolio Online Mobile App. The app provides a snapshot of your total wealth, making it easy for you to share information with your trusted advisor, making informed financial decisions based on your goals.

Key features include:
• A secure environment, protecting your information.
• Access to your financial information in a clear and simple format.
• Use of your fingerprint as a convenient and secure way to sign in.
• A snapshot of your total portfolio on an aggregated basis or by individual account.
• Detailed holdings information.
• Recent trade activity and transactions.

Latest Version

Update
November 11, 2025

Developer
Associated Bank

Apps
Finance

Platforms
Android

Downloads
698

License
Free

Package Name
com.fis.wealth.associated.trust

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User Reviews

Thomas Hill

3 months ago

wish they had a branch in North Carolina. 😊

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