Access accounts, view reports, and secure messages
View account balances and performance data in real time. Access client reports and securely store documents in a two-way client vault. Retrieve and send secure messages with the client.
Analyzes device motion using accelerometers and gyroscope. Displays time series data and frequency spectra via FFT. Supports external USB accelerometer. Applies Hamming window and removes DC bias. Tracks three-axis movement with 0.02g sensitivity.
Access account balances at account, client, or household level. Use multi-factor authentication and biometrics for secure access. Contact financial professionals via phone or email. View Total Assets chart with contributions and withdrawals.