Features Sabal Trust
From Wealth Access, Inc., the most popular digital platform ranked #1 Online Advice Solution in the 2015 Financial Planning Technology Survey: Provides a clear, complete and simple way for you to view your personal balance sheet from anywhere at anytime.
See the most recent trades and transactions on your accounts, current portfolio holdings as well as leverage the ability to update your information on the go.
The Wealth Access dashboard provides data updated daily to track trends and manage your cash flow.
Secure & Private
Your data is protected with industry-leading security protocols.
24/7 Support
Our dedicated support team is always ready to help you.
Personalization
Customize the app to match your preferences and workflow.
See the Sabal Trust in Action
Get the App Today
Available for Android 8.0 and above