Send messages, receive alerts, streamline communication
Send and receive messages and alerts within the firm. Communicate with advisors through automated interface. Access secure communication for clients and community members. Streamline interactions with CPA services.
Track expenses and income with categorized entries. Set budgets and receive alerts when limits are approached. View visual charts and summaries to analyze spending patterns and financial trends. Sync data across devices for consistent access.
Manage accounts with balance views and transaction details. Access account snapshots via Apple Watch. Store electronic statements and check images. Apply for new accounts and reorder nicknames. Deposit checks via mobile phone and view history.
