As a Bob Bennie Wealth Management customer you have access to the most powerful online tools available.
A consolidated view into all your accounts gives you a complete financial picture, updated in real-time
Email and mobile alerts empower you to be actively involved in the wealth management process
Unlimited access to secure electronic document storage keeps your most valuable records safe and accessible
Collaborate with us from anywhere in the world without the hassles of third-party software
On the Go Access
Access to your personal financial website from wherever you are, on any device you choose