The app provides a global directory of MSI member firms. Users can search for accountants, auditors, tax advisors, and lawyers worldwide and save selected contacts.
Track portfolio balances, performance, and transactions with real-time updates. Monitor financial goals and progress toward retirement, savings, and other objectives.
Check account balances and view investment results. Review up-to-date holdings and recent transactions. Access insights from research analysts. Log in with secure multi-factor authentication. View team contact information.
Manage healthcare accounts with real-time balance tracking and transaction history. Fund HSA from checking or savings accounts. View email alerts and access benefit details directly through the .
