Manage finances with secure mobile . Deposit and stop cheques remotely. Open accounts and assign custom names. Download void cheques for direct deposits. Add, edit, delete, and view favourite transactions.
Calculate payments including taxes, insurance, and HOA fees. Estimate total monthly costs. Calculate auto loan payments. Track debt repayment timelines. Set financial goals and view progress. Export results as reports.
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 offers members access to their retirement plan and member services. It includes features for viewing account activity, selecting investment plans, and accessing a digital membership card for privileges and discounts.