Wealth Management Online

Access your Portfolio account through the Internet.

Broadway Bank Wealth Management Division provides secure online account access via Wealth Management Online. We utilize the most advanced server security to ensure privacy and account data protection.

Wealth Management Online is a free service that enables you to view, print, or download the previous day’s snapshot of your asset holdings. A variety of reports are available including supporting graphs and charts for displaying your asset holdings.

Some of the information you can view include:

  • Account Summary
  • Investments
  • Transaction Activity
  • Tax Lot Information
  • Asset Allocation

As a Broadway Bank Wealth Management client, you can access your account information securely online. The login screen requires an assigned User ID and your own personal password. This password must contain 6-10 characters. The system will automatically prompt you to change your password on a periodic basis. The User ID may not be changed. If you already have a User ID and Password, you can CLICK HERE TO LOGIN.

If you do not have a User ID and Password and would like to enroll, please contact your Wealth Advisor at 210.283.6700.

 

INVESTMENT PRODUCTS:
NOT FDIC INSURED • NOT A DEPOSIT
NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
NOT BANK GUARANTEED • MAY LOSE VALUE

 

 

 

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