Wealth Center on your Mobile Device

Answers in the Palm of Your Hand 

With mobile access to your website, your complete financial picture is in the palm of your hand, whenever you want, from wherever you are. 

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Here’s How to Get Started

1. Once you’ve completed the self-registration process for your Wealth Center, you will receive a Website Registration Confirmation email. 

1a. If you can’t locate the email you can open a browser and go to https://bautisfinancial.com/wealthcenter

2. Using your smart phone, access your email and click on the URL provided. Before logging on, add or save the link to your smart phone’s Home Screen. 

Apple:

1. Have the URL provided open in Safari
2. Click the “Share” button
3. Click “Add to Homescreen”

Android (Chrome/Firefox):

1. Have URL provided open in Chrome/Firefox
2. Click the “Menu” button 
3. Click “Pages” button (only on Firefox)
4. Click “Add to Homescreen”

Windows:

1. Have URL provided open
2. Pull up on the app bar (swipe up on screen)
3. Click on the star
4. Click on the pin
5. Click “Pin to Start”

3. The first time you log on, enter the same Username and    Password you use to access your full Wealth Center. After this initial logon, you’ll be prompted to register your device and create a 4 digit PIN for easier access in the future.