The app provides a user-friendly design for managing accounts, viewing transaction history, and transferring funds. It allows users to manage cards, access banking notifications, and locate nearby branches and ATMs.
Access account balances and total assets. Review investment performance and transaction history. View portfolio details and asset allocation. Manage investments by buying or selling funds. Set up recurring contributions and adjust portfolio settings.
Manage investments, plan finances, and access advisory services. Track portfolio performance, set financial goals, and receive personalized recommendations. Schedule meetings, view account statements, and communicate with advisors securely.
Monitor market activity with real-time quotes, charts, and market scanners. Place standard orders and complex option spreads. View delayed quotes without registration or account setup.
Track expenses, set savings goals, and learn about investing. View progress charts and receive financial tips. Access bilingual support in English and Spanish. Manage budgets and monitor spending habits.
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.
Invest in real estate and investment funds through crowdfunding. View project details, set funding goals, and track returns. Manage portfolios, receive updates, and access investor reports.
Invest in IPOs, equities, F&O, bonds, and mutual funds. View real-time market data and track portfolio performance. Set up recurring investments and manage multiple accounts. Place orders and monitor trade history.
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.
Open investment account with simple, secure steps. Explore mutual funds based on financial needs. Track investments, view gain-loss reports, tax reports, and portfolio insights all in one place.
Trade equities, options, and futures with real-time price tracking and order execution. Access advisory services from SEBI-registered RAs. Use strategy templates, Greeks, and PCR for trade analysis.