The app allows users to view account balances and transactions, transfer funds, and make loan payments. Users can also deposit checks, pay bills, and access statements.
The app provides access to the Journal of Financial Planning, Next Generation Planner, and Financial Services Review. These publications offer insights into financial planning concepts, professional development, and empirical research.
The app provides real-time currency rates for 33 currency pairs and features high-function technical charts with 31 indicators. It also offers order functions, investment information, and push notifications for market changes and order execution.
View account balances quickly without signing in. Transfer funds between accounts. Access account details and transaction history. Set up alerts for account activity. Lock and unlock accounts remotely. Sync with Apple Watch for balance checks.
The app provides quarterly and annual total returns for institutional-grade properties including office, retail, apartment, industrial, and hotel. Performance histories for these properties began in 1978.