Introducing the New WTB Wealth Mobile App

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.

Get full step-by-step instructions.

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).

arrow icon You need to have access to Online Portfolio to get the mobile app. Please contact your Relationship Manager to get access.

On first sign in, please set up your text pin security and functionality via desktop Online Portfolio.

On the Go

First Time Login Instructions:

Use your existing username and password.

You must have Online Portfolio access already set up to use the app. Please contact your Relationship Manager if you would like to have online access.

Download

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 additional controls and options.

How My Money is Invested

Review all your investments.

Choose “All Accounts” or a specific account at the top.

See Market Value, YTD Net Change, and Cash.

View allocation breakdown.

Touch on any major asset class shown to navigate to individual assets held.

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 or to set up access to Online Portfolio?

Please contact your Relationship Manager.

For assistance with WTB Wealth app:

Washington Trust Bank Priority Service

800.788.4578

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