Manage accounts with transaction history and activity tracking. Access financial wellness resources and tools. View balances and transaction details. Switch between English and Spanish language settings. Set up and manage account alerts.
Manage client relationships with contact records, maps, and quick actions like call, email, and photo upload. Receive push notifications. Log in securely with Face ID, Touch ID, or password autofill. Stay updated on firm activities.
Calculate investment growth with periodic contributions. Adjust contribution frequency and view year-by-year breakdowns. Track over time. Set and adjust parameters for accuracy. Export results as reports.
