The app provides access to client account information, market data, and trading capabilities. Users can view account details, contact clients, and monitor market shifts with real-time information.
Monitor real-time financial market data and receive trading alerts based on user subscriptions. Access news and announcements. Track portfolio performance. Set custom price alerts. View detailed market analysis and charts.
Check account balances and review recent transactions by date, amount, or check number. Transfer funds between accounts. Pay bills, edit scheduled payments, and view payment history.
Review account balances and transactions. Transfer funds between accounts. Pay bills. View copies of cleared checks. Uses SSL encryption for secure communication.
Access all accounts from a mobile device. View balances, holdings, and portfolio performance. Retrieve quarterly statements and other account details. Manage investments and track financial progress.
Access portfolio and financial data securely. View investment performance, account balances, and transaction history. Receive real-time updates and manage access permissions through a centralized interface.