説明

Fifth Third Wealth Advisors (FTWA) provides account access through Wealth Access. By working with your FTWA advisor, you can always be in touch with your financial goals. Wealth Access provides a secure and simple way for you to view your personal account holdings, trades and transactions from anywhere. With daily account updates, you can see trends and manage cash flow. Wealth Access' Intelligent Aggregation links to over 20,000 different institutions through multi-tiered data sources, providing a complete data aggregation engine with the power to bring in all your assets and liabilities into one secure platform. Key Wealth Access Features: • View entire portfolio in real time • Simplified reporting and access • Accessible from anywhere • Client service team to assist in aggregation set-up and onboarding • Multi-generational wealth views • Fully integrated with the industry’s leading financial planning systems • Ability to store financial documents in a secure, digital vault • Shareable with bankers, accountants, lawyers and family members Please note that Wealth Access currently connects to US and international financial institutions. All reporting will be reported in local currencies. Fifth Third Wealth Advisors LLC is a wholly-owned subsidiary of Fifth Third Bank, National Association, and an investment adviser registered with the U.S. Securities and Exchange Commission (SEC) under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply any level of skill or training. Additional information about Fifth Third Wealth Advisors LLC is available on the SEC’s website at www.adviserinfo.sec.gov.