Monitor and history. Set goals for improvement. Compare card offers based on personal financial data. Receive alerts for changes. Access report summaries. Track progress over time. Manage -related notifications.
Track accounts in equity, derivatives, and commodities
Track investments in Indian equity, derivatives, commodities, and currency markets. View account balances, monitor transactions, and access real-time market data.
Access account balances and total assets. Review investment performance and transaction history. View portfolio details and asset allocation. Manage investments by buying or selling funds. Set up recurring contributions and adjust portfolio settings.
Track net worth with a dashboard that displays cash, investments, credit cards, loans, and property. Receive financial insights on credit score and cash flow. Earn 3.90% APY on cash deposits in a linked account.
Manage finances with virtual and physical cards, including single-use cards for security. abroad with competitive exchange rates. Access 55+ K fee-free ATMs globally. Link external accounts to track spending.
Send to 70+ countries with instant transfers. View mid-market exchange rates for all transactions. Track transfer status and receive notifications. Manage multiple currencies and view balances. Set up recurring payments and schedule transfers.
The app allows Merrill clients to manage investment accounts, deposit checks, transfer money, and access market research. Users can view brokerage and linked external accounts, access statements, and receive customizable alerts.
Buy and sell cryptocurrencies, national currencies, and precious metals. Track real-time asset values and fund availability. Access exclusive tokens and early crypto opportunities. Execute trades with low fees and liquidity from multiple exchanges.
Manage accounts and cash with real-time updates. Set budgets and track spending using detailed financial tools. Monitor UBS-administered equity awards once enabled by your company's plan administration team.
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.
The app provides a user-friendly design for managing accounts, viewing transaction history, and transferring funds. It allows users to manage cards, access banking notifications, and locate nearby branches and ATMs.
Manage finances with high-yield savings, investment options, and borrowing features. Deposit funds, earn interest, and in stocks or ETFs. Create personalized investment portfolios or select pre-curated options.