The app allows users to manage accounts, view balances and activity, and deposit checks. Users can transfer funds, pay bills, and utilize money management tools for budgeting and debt planning.
Invest in private markets with options in real estate, private equity, and private credit. Build custom portfolios or let the manage investments automatically. View performance metrics and manage holdings directly.
Trade global assets including , Metals, Oil, Indices, Stocks, and ETFs. Place orders with advanced order types. Use technical analysis tools and price alerts. Manage trades with detailed statistics and order settings.
Fill out tax like 1099, W2, and W-9 using available templates. , eSign, share, print, and download documents directly. Submit without uploading them to the .
Track currency exchange rates in real time with list view. Place orders using streaming, market, limit, trigger, and IfDone orders. View real-time charts with 14 indicators and multiple timeframes.
Track expenses, scan receipts, organize business cards
Track expenses by scanning receipts, mileage, and business cards. Automatically categorize receipts into 15 tax categories. Create expense reports with attached images. Send reports directly from the . Upload and organize receipts for tax purposes.
Track income and expenses across bank accounts, credit cards, and cash. Set budgets, categorize transactions, and view spending trends. Automatically sync accounts and receive alerts for unusual activity.
Manage finances with real-time payments via QR or Pix. Link cards to Apple Pay or Google Pay for instant transactions. Convert pesos to dollars with competitive rates. Invest in stocks quickly without leaving the .
Manage international investments with access to NYSE and NASDAQ. Open a free account and trade stocks directly. Monitor portfolio performance and view real-time market data. Receive notifications for price changes and transaction confirmations.
Track business automatically as you drive. Record trips with start and end dates. Calculate tax deductions based on IRS standards. Export logs for tax purposes. Set reminders for log entries. Sync with calendar events.
Invest in rental homes and vacation properties with minimum $100 deposits. Browse pre-vetted properties, buy shares, and earn passive income. Track property performance and appreciation. Manage investments and receive rental income automatically.
The app provides FX trading simulation with real-time exchange rates and detailed chart analysis. It offers quick order placement and various order types for a simulated trading experience.
Capture and upload receipts by snapping photos. Automatically extract expense data from receipts. Track mileage expenses. Manage daily allowances and per diems.
Manage and invest in cryptocurrencies with decentralized control. Send, receive, and store digital assets securely. View transaction history and track portfolio performance. Set spending limits and enable two-factor authentication.
Manage finances with consolidated accounts, investments, credit cards, loans, and insurances in one place. View portfolio summaries, track spending patterns, and receive personalized insights and product recommendations.
View portfolio details including value changes and asset allocation. Log in securely using fingerprint or facial recognition. Check net worth with a comprehensive financial overview. Review and exchange key documents such as statements and tax forms.
Manage investments with diverse fund options including stock, bond, and hybrid funds. Track portfolio performance and set investment goals. Trade funds quickly with low fees and instant redemption.
Create and share payment links to collect money from for group events. Track contributions, set deadlines, and receive reminders. View transaction history and split costs automatically.
In and ETFs with fractional share purchases starting at USD 5. View portfolio performance and track investments. Access educational resources and market news. Deposit funds using local payment methods.