Allows users to input income, investments, expenses, and transfers. Users can adjust monetary values, tax rates, growth rates, and timeframes. The simulates financial scenarios and visualizes outcomes over time.
Plan and analyze personal finances with tools for retirement forecasting, Social Security decisions, and investment strategies. Calculate retirement readiness, compare housing options, and assess IRA conversions.
View trades with customizable charts and hundreds of indicators. Analyze market data with advanced trading tools. Access free educational courses. Manage portfolios and execute trades within the .
The app offers secure access to deposit checks, view balances, and review transaction history. Users can also transfer funds, pay bills, and make loan payments.
Access account balance and activity information. View personal rate of return. Manage account details. Set security passwords. End sessions upon closing or logging out. Use SSL for secure connections.
Access account balances and transactions. View investment performance and contribution history. Make deposits and adjust payroll deductions. Set up direct deposits and receive account alerts.
Manage accounts, view balances, transfer funds, pay
Manage multiple accounts by linking external banks, credit cards, and loans. View balances, transaction history, and payment due dates. Set up alerts for account activity. Transfer funds between accounts. Pay bills and track spending.
Calculate investment growth with periodic contributions. Adjust contribution frequency and view year-by-year breakdowns. Track over time. Set and adjust parameters for accuracy. Export results as reports.
Review and manage employer-sponsored retirement plan details. Check retirement balance, view investments and contributions. Communicate via in- messages.
Access account balances and transaction details anytime. Transfer funds between accounts. View detailed transaction history. Securely manage finances 24/7. Requires enrollment in Home Financial Services.
Plan for by inputting investment details, expected returns, and inflation rates. Calculate potential portfolio longevity and estimate inheritance. Set financial independence goals and track progress toward early .
View account balances, review transaction history, and manage spending limits. Set up alerts for account activity. Transfer funds between accounts and pay bills. Lock or unlock cards remotely. Receive notifications for card transactions.