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Quickly view your financial picture and interact with your advisor team!
The UMB Private Wealth App is a comprehensive wealth management tool designed to provide a holistic view of your financial well-being, while keeping you connected to your Wealth Advisory Team. The app has the ability to consolidate all of your assets, display UMB investment account performance, provide a secure process to upload and share documents with your Wealth Advisory Team, allow you access to the key aspects of your financial plan and present relevant market news and commentary. For assistance in registering, please contact your Wealth Advisor. You must have current access to the online UMB Private Wealth site to be able to use this application.