The app offers stock trading, account opening, and financial management services. It provides market data, intelligent investment tools, and a community for professional advice and analysis.
Access account balances and transaction history. View detailed statements and manage recurring payments. Enable two-factor authentication and trusted device detection. Receive notifications for account activity and security alerts.
The app provides professional investment research information on a mobile platform. It offers AI-powered investment research services, real-time market data, fund flows, research reports, and more.
The app calculates the time value of money, including annuities, cash flows, internal rate of return, and net present value. It also computes the effective annual rate.
Professional fund investment and wealth management
The app offers professional investment advice with experts available for asset allocation. It provides exclusive direct sales discounts on fund purchases and allows for flexible use of money market funds for payments and earning interest.
Send tips to waiters via iPhone by scanning a QR code or holding near a card. Select tip amount and payment method including Apple Pay and various credit/debit cards. Rate the dining experience and add a brief review.
The app provides life insurance quotes for Term, ROP, and Universal Life policies. It includes quotes for carriers ECA Marketing is appointed through, policy fees, and covers all 50 states.
Manage loans and investments with secure online lending and borrowing features. Access bank-approved products for flexible term investments. Transfer funds securely through bank custodian services.
Track expenses with customizable accounts and multiple ledgers. Record transactions manually, automatically, via voice, or using templates. Generate reports, categorize spending, and set budgets.