WTB Wealth mobile app
Mobile app first-time login instructions:
Login PIN
This app will require a PIN to be entered. If you would like to receive it via text, please log in to the desktop version of Online Portfolio to set up your one-time PIN via text message to your mobile device.
Full Instructions Here
Download the App
Search for "Washington Trust Bank" in the App Store and look for the silver WTB Wealth app, or follow the app store links below. This is separate from the WTB Mobile app for online banking (blue icon).
You need to have access to Online Portfolio to get the mobile app. Please contact your Relationship Manager to get access.
On The Go
First-time login instructions: use your existing username and password.
You must have Online Portfolio access already set up to use this app. Please contact your Relationship Manager if you would like to have online access.
Dashboard
Accessing your account summaries wherever and whenever you want means always knowing where you stand financially. From market value, to portfolio details and recent transactions, it's all here.
Additional Settings
Swipe right or use the menu icon to access controls and options.
My Investment Value Over Time
Choose "All Accounts" or a specific account at the top.
Always in Touch
Your Relationship Manager is only a click away, with easy and secure access options through the WTB Wealth app. Whether you want to call, write, or directly email your Relationship Manager, it has never been easier to connect with us about your investment needs.
Need help setting up access to Online Portfolio?
Please contact your Relationship Manager.
For assistance with the WTB Wealth app:
Washington Trust Bank Priority Service
Priority Service hours:
- Monday to Friday: 7am–9pm PT
- Saturday: 8am–7pm PT
- Sunday: 10am–7pm PT
Communication Portal Now Available in Online Portfolio
A unique service accessible from any desktop device, the communication portal provides:
- Direct communication
- News
- Updates and information to stay atop of your wealth management
