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Quickly view your financial picture and interact with your advisor team!
SVB Wealth Client Portal Instantly access your SVB Wealth managed investment accounts with the mobile banking app from SVB Wealth Client Portal. Now you can view your investment accounts via smart phone, tablet or computer. Using the familiar format of our web-based Wealth Portal, the SVB Wealth Client Portal mobile banking app provides you with up-to-date account information whenever you need it. ENJOY INSTANT ACCESS TO YOUR Account balances Portfolio activity Contributions/withdrawals Position details Transaction history Unrealized gains/losses Asset allocation DESIGNED FOR OUR WEALTH MANAGEMENT CLIENTS As an SVB Wealth Client Portal client, you have exclusive access to our mobile banking app. All existing Wealth Management clients with accounts that have the Wealth Portal enabled may use this app. If you are an SVB Wealth Client Portal client and would like to use the app on your mobile devices, please contact your advisor today.