Manage accounts, view balances, and transfer funds
Manage finances with account balance checks, transaction history access, and portfolio tracking. Buy and sell securities, view order status, and cancel orders. Open investment accounts remotely and assess customer suitability.
Manage payments by approving or rejecting individual payments and files. Filter payments by status, date, and account. Track payment history and trends. Receive personalized insights. Identify expiring card payments to save money.
Receive and send funds globally in any currency. Track transactions and view balances. Exchange currencies directly. Access account information securely. Set up payees for direct payments. Monitor payment status and history.
