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Wealth Access

Investment products used by the Wealth Advisory Group are not obligations of nor guaranteed by Lake City Bank, are not FDIC insured, are not a deposit, and may involve risk, including possible loss of principal.

Wealth Access from the Lake City Bank Wealth Advisory Group provides a clear, simple way for you to view your personal balance sheet from anywhere, anytime. With Wealth Access, you can view your accounts, portfolio and statements. Balance sheet functionality allows you to view your overall financial picture at a glance.

Wealth Access’s Intelligent Aggregation links to more than 20,000 different institutions through multi-tiered data sources, providing a complete data integration engine that can assemble all your assets and liabilities into one secure platform.

Wealth Access Features

  • Simplified reporting and access
  • Multi-generational wealth views
  • Fully integrated with leading financial planning systems
  • Secure digital vault for financial documents
  • Shareable with accountants, bankers, attorneys and family members
Wealth Access Login

If you have any questions, please contact our Trust Operations team or your advisor.

You can access our Wealth Access Terms and Conditions here.

Investment products used by the Wealth Advisory Group are not obligations of nor guaranteed by Lake City Bank, are not FDIC insured, are not a deposit, and may involve risk, including possible loss of principal.

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Banking Tips & Insights

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Worrying about paying off credit card debt when you come home can take all the fun out of a vacation. Read on to find out how to plan a vacation on a budget so you can focus more on experiences and less on expenses.