Mobile App Features
Manage your wealth portfolio on the go with our mobile app, available for iOS and Android devices.
Getting Started
1 Download the App
- Search "OurBank Wealth" in App Store or Google Play
- Look for our official logo
- Download and install (free)
2 First Login
- Use same credentials as online banking
- Complete security verification
- Set up biometric login (optional)
Key Features
Dashboard
- Portfolio value and daily change
- Quick performance summary
- Market indices overview
- Recent transactions
- Important notifications
Account Management
- View all investment accounts
- Check individual holdings
- Transaction history
- Pending orders status
Mobile-Exclusive Features
On-the-Go Convenience: Some features are optimized specifically for mobile use.
- Quick Deposit: Photo deposit for investment contributions
- Touch/Face ID: Secure biometric login
- Push Notifications: Real-time alerts
- Voice Search: Find investments quickly
Security Features
Bank-Level Security: Your mobile app uses the same encryption as online banking.
| Feature | Description |
|---|---|
| Biometric Login | Fingerprint or face recognition |
| Auto Logout | After 5 minutes of inactivity |
| Device Registration | Authorize specific devices |
| 256-bit Encryption | All data transmissions secured |
App Functions
What You CAN Do
- View real-time account balances
- Check investment performance
- Transfer between accounts
- View and download statements
- Message your advisor securely
- Update contact information
- Set up alerts and notifications
What You CANNOT Do
Desktop Required: Some functions require full online portal access for security.
- Place complex trade orders
- Change investment strategy
- Update beneficiaries
- Wire transfer requests
- Download tax documents
Notifications Setup
Customize which alerts you receive:
- Account Alerts: Large transactions, login attempts
- Market Alerts: Significant portfolio changes
- Service Messages: New statements, advisor messages
- News Updates: Market news affecting your holdings
Mobile Deposit Feature
1 Select "Deposit" from menu
2 Choose destination account
3 Enter cheque amount
4 Photo front and back of cheque
5 Confirm and submit
Limits: Mobile deposits limited to $25,000 per day, $100,000 per month.
Troubleshooting
App keeps logging me out
Check your auto-logout settings. You can extend the timeout to 10 minutes in Security Settings. Also ensure your device time/date is set to automatic.
Can't see recent transactions
Pull down to refresh the screen. If issues persist, log out and back in. Transactions may take up to 1 business day to appear.
Biometric login not working
Re-enable biometric login in app settings. You may need to update your device's biometric data if you've recently re-enrolled fingerprints or face data.
App Requirements
- iOS: Version 13.0 or later
- Android: Version 8.0 or later
- Storage: Approximately 150MB
- Connection: WiFi or cellular data required
Stay Updated: Enable automatic updates to ensure you have the latest security features and functionality.