Track savings, check plan value, monitor performance
Manage retirement savings by tracking plan value and performance. Monitor contributions, update personal details, and adjust investments. Access planning tools, expert insights, and news related to retirement planning.
Buy and sell stocks, ETFs, and S&P 500 Index Funds. Manage personal and retirement accounts. Use AI-driven tools for investment decisions. No trading fees or hidden charges. Earn interest on cash balances. Accounts are FDIC insured up to $1 million.
Invest in funds and set up systematic investment plans. Access personalised portfolio recommendations based on risk profile and financial goals. Monitor performance and track investments. Adjust SIPs and view detailed investment history.
Calculate RMD amounts based on account balance and age. Input user details to determine annual distribution requirements. Provide guidance on RMD calculations for retirement accounts.
Manage finances by checking account balances and card details. Send or request money instantly to contacts. Use fingerprint login for secure access. View transaction history and card information.
Create an account to invest any amount without minimum requirements or withdrawal fees. Compare investment risks and terms. Transfer funds and manage a diversified portfolio. View investment performance and track progress over time.
Monitor, lock, and create corporate cards. File receipts and expense details. Request reimbursements for mileage and out-of-pocket spend. Add cards to mobile wallet. View banking balances. Deposit checks. Approve or reject payments.
Shake to Win allows users to earn entries by making contributions or completing actions. Users can check account balances, view investment performance, and set up recurring contributions.
The app provides market analysis to help users diversify investments and potentially achieve aggressive growth. It notifies users when to move funds based on analysis, accommodating various risk tolerances.
Manage benefits and track contributions with real-time account status and contribution history. View benefit plan details and receive notifications about plan updates and changes. Stay informed with foundation news and updates.
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.