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.
Check account balances, view recent transactions, and transfer money between accounts. Find nearby branches and ATMs. Manage and pay bills through Bill Payer. Make deposits by photo. Contact customer support for assistance.
Record expenses with a 3-second entry process. View consumption trends through visual charts. Sync data securely to the cloud. Use intelligent note suggestions for easier tracking. Set daily reminders to avoid forgetting.
Check balances, view transactions, transfer funds, pay
Check account balances and view transaction history. Transfer funds between accounts, pay bills, and locate nearby ATMs and branches. Contact local branches for assistance. Access accounts anytime from a device.
View account balances and transaction history. Transfer funds between accounts. Pay bills and send money to contacts. Locate nearby branches and ATMs. Set up alerts and manage card settings. Check account activity and review statements.
Check balances, view history, transfer funds, deposit
Check account balances and view transaction history. Transfer funds between accounts. Deposit checks by photo. Pay bills directly. Locate 1 branches and ATMs. Set up account alerts. Lock cards remotely.