Balance Personal Finance

Connect and manage all your financial accounts wherever you’re at and stay organized with a digital filing cabinet. The Balance Personal Finance app allows you to access a host of financial tools which are available through your digital workspace. It includes many features such as financial reporting, transaction history, account balances and more. You will also be able to track your bill payment statuses if you have chosen to take advantage of our personal bookkeeping services. If you are interested in signing up for a financial workspace, contact your financial professional or go to our website www.balancefinancial.com and signup as an individual. This app is for registered users only and accounts must be activated via web portal before using the mobile application.