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AmeriServ ClientPortal app for iPhone and iPad


4.4 ( 5904 ratings )
Business Finance
Developer: AmeriServ Financial Bank
Free
Current version: 2023.1.0401, last update: 1 year ago
First release : 29 May 2018
App size: 15.87 Mb

Convenient and secure access to your trust and investment information wherever you are with the AmeriServ ClientPortal 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.