The Bank of America Private Bank Account Access app offers a comprehensive suite of features designed to help clients manage their wealth conveniently from their Android devices. Users can scan documents directly within the app using their device’s camera and securely share these with their Private Bank team via the Secure Message Center. The app also allows customization of the dashboard, enabling users to view their portfolio summaries, holdings, news updates, market performance, and more, all tailored to their preferences. Additionally, clients can access the Thought Leadership library to stay informed with the latest insights and research from Bank of America Private Bank.
Beyond basic account management, the app provides extensive market data, helping clients make informed investment decisions. Users can explore sector performance, earnings per share data, and peer comparisons. Interactive heat maps give a visual overview of stock performance within their holdings, watchlists, and the broader market, providing an intuitive way to track market movements at a glance. These features are complemented by tools to review historical data and asset charts, offering a detailed chronological view of investments and their performance over time.
Security is a key focus of the app, with options like fingerprint login available for eligible devices, ensuring quick and secure access without the need for passwords. Users can also check their account balances, view holdings, pending transactions, and review their transaction history easily. The app consolidates access to investment, trust, and custody accounts, allowing clients to manage multiple accounts from one interface. For ongoing monitoring and planning, clients can manage and create watchlists, enhancing their ability to keep track of specific stocks or market segments they are interested in.
Communication with financial professionals is streamlined through secure messaging within the app, allowing clients to stay in touch with their relationship managers effortlessly. The app is built on the foundation of Bank of America’s extensive experience and fiduciary dedication, aiming to provide clients with valuable insights, tailored solutions, and expert guidance in wealth management. Users are encouraged to visit the official website for more information, review terms and conditions, and understand privacy and security policies to ensure a safe and informed digital banking experience.