Manage accounts and investments conveniently anytime.
The app allows users to manage their accounts and investments, view market data, deposit checks, transfer money, and pay bills. It also provides educational resources for investing and planning for life events.
Transfer assets from brokerage, IRA, or 401(k) accounts to build a diversified portfolio. Earn 1% uncapped match on portfolio transfers. in stocks, options, bonds, and crypto. Contribute to IRA and earn 1% match on annual contributions.
Access account information using existing login credentials. Check balances, view investment performance graphs, and review contributions. Receive alerts, monitor loan data, and see personal rates of return.
Connect and track financial accounts to monitor income, expenses, and spending. Set budgets, categorize transactions, and view spending trends. Manage bills, savings, and investments in one place. Export reports and sync data across devices.
Check account balances and view statements without logging in. Link external accounts to manage finances in one place. Customize dashboard settings. Receive alerts via , text, or email. Deposit checks using device camera.
Manage health savings accounts, emergency savings funds, flexible spending accounts, health reimbursement arrangements, and lifestyle spending. View balances, make transfers, and track expenses.
Manage health and benefit accounts with secure access. View balances and transaction history. Make and update contributions. Request reimbursements and file claims. Manage HSA investments.