Wealth Access

Introducing The First Financial Trust Wealth Access Client Portal

What is Wealth Access?

A new tool to put YOUR FUTURE FIRST. Wealth Access is an online and mobile portal that offers a secure and comprehensive view of your wealth to simplify complex financials. The new platform allows you to easily access account information, statements, and tax reporting. Wealth Access also has an intelligent aggregation data engine that searches through more than 20,000 institutions and compiles information into one platform for better decision making. The integration of Wealth Access means you will spend less time trying to compile information, and more time managing your wealth.

Getting Started

You will receive an email inviting you to join Wealth Access. Click the Setup Your Account button to begin the login process. 

Setting Up Your Account

Your email address is your username. Follow the prompts to establish a password, security questions, and account preferences.

Step 1: Set up your password

Step 2: Set up your security questions

Step 3: Administrator

(This step is crucial in allowing First Financial Trust to better serve and assist you with any questions.)

Steps 4 and 5: Terms of Use

Wealth Access 101: All About Your New Portal

Watch the four videos below for information on a few of the great features of your new platform. Thank you for choosing First Financial Trust!

Dashboard Review

Activity Review

Gain/Loss and Tax Lot Review

Holdings and Portfolio Diversification Review