View portfolio details including net worth, holdings, transactions, and asset allocation. Retrieve statements and create custom account groups. Send secure messages to team. Use 2-factor and biometric authentication for security.
Access account balances and transaction history. Perform fund transfers and bill payments. Deposit checks via photo. Set up security alerts. Use biometric authentication including fingerprint, facial recognition, or a custom passcode.
Track stock prices and market trends in real time. Place trades and manage portfolios with zero brokerage fees. Set price alerts and view historical data. Monitor account balances and transaction history. Receive notifications for market updates.
