Aggregate financial accounts from multiple institutions into one dashboard. View transaction history, add tags and notes, and attach receipts or check images. Set balance alerts and manage account settings securely.
Monitor account activity with access to all accounts, balances, and transaction history. View statements and set alerts. Perform transfers and bill payments. Use multi-factor authentication for security. Enable GPS-based location features.
Check balances and review recent transactions by date, amount, or check number. Transfer funds between accounts. Schedule one-time or recurring bill payments. Deposit checks via photo. Set alerts and lock accounts remotely.
