Monitor investments and insurance products securely. Purchase, redeem, and exchange mutual fund shares. Access statements, tax forms, and bills. Make payments conveniently. Direct Choice Dollars to selected causes. Connect with advisors for guidance.
Manage investment accounts with free access and zero fees for top-ups and withdrawals. View portfolio analytics, market summaries, and generate tax reports or account statements instantly.
The app allows users to manage finances on the go. Users can review account activity, pay loans, transfer funds, and deposit checks from their smartphone or tablet.
Perform arithmetic calculations with 12 digits. Calculate tax, percentages, and cost, selling price, and gross margin. Use memory functions, square root, and sign change. Track grand total.
Pay property taxes with eBills, monitor account status, set up one-time or scheduled payments, and receive reminders for new statements or bills. Enroll for electronic billing and manage payments directly through the .
Calculate margin, selling price, or cost based on three variables. Determine markup and gross profit. Include tax calculations. Display results clearly. Free version includes ads.
Calculate tax with updated rates and standard deductions. Include seniors’ deductions, SALT itemized deductions, and overtime adjustments. Track tax liabilities and estimate refunds based on current legislation.
With tax professionals to schedule consultations and access tax documents. View estimated tax liabilities and track progress of tax filings. Share financial information securely and receive notifications about tax deadlines.
The app offers a collection of six calculators for everyday situations. It includes a discount and sales tax calculator, along with five other tools designed for regular use.
The app uses AI to analyze spending from scanned receipts, identifying spending spikes and duplicate subscriptions. It offers expense reports and a month-by-month category breakdown for users.