View consolidated financial accounts from multiple institutions in one place. Track personal net worth and compare it to others. Set financial goals and receive progress updates. Share achievements and engage with a community of users.
by Wealthgrade, Inc.★ 4.68 ratingsFinanceFreeData updated 2026-09-06
Manage accounts with balance checks, account info viewing, and check deposits via . Sync with Apple Watch for transaction updates and balances. Receive text, email, or push alerts for account activity.
Track expenses and budget with category-based spending insights. Set goals and receive progress updates. Access educational videos on personal finance topics. Receive personalized advice from virtual coaches.
Monitor credit reports and alert on suspicious activity. Freeze and unfreeze credit accounts. Place fraud alerts and monitor account activity. Report stolen identities and receive credit restoration support.
Organize monthly finances by creating custom budgets and tracking income and expenses. Add transactions easily and balance spending. Learn saving techniques and manage personal finance effectively.
Manage finances with no login required. Track expenses and income across devices via iCloud. Create invoices and organize receipts. View financial reports and calculate taxes. Sync data between iPhone, iPad, and Mac.
Manage finances by transferring money between accounts and other financial institutions. Pay individuals via phone number or email. Set up alerts and monitor account balances remotely.
View and track retirement goals with detailed progress updates. Access total portfolio and account details. Link external accounts to retirement goals. Review activity feeds, quarterly statements, and plan updates.
View accounts, manage investments, transfer funds, deposit
View account balances and available cash. Check current investment values and detailed asset allocation. Transfer funds, deposit checks, and real-time market data. Manage investment portfolios and track financial performance.
Check account balances and view transaction history with filters. Pay bills and deposit checks via photo. Transfer funds between accounts. Send secure messages and locate nearby ATMs or branches.
Track income and expenses with a interface. Set financial goals and receive forecasts. Share budgets and collaborate with others. View spending trends and adjust plans accordingly. Receive alerts for upcoming bills and transactions.
Track income and expenses with categorized entries. Set and monitor budgets. View spending patterns and savings progress. Receive alerts for transactions. Sync data across devices. Export financial reports. Manage multiple accounts and currencies.
View accounts at a glance and make person-to-person payments. Replace debit or credit card information easily. Navigate across devices and manage budgets with financial tools. Set alerts, control card access, and receive travel notifications.
Aggregate financial accounts from multiple institutions into one dashboard. Track transactions with tags, notes, and receipt photos. Set balance alerts and manage budgets. View spending patterns and receive financial insights.
Access accounts securely at any time. Transfer funds between accounts or other institutions. Manage cards, lock or unlock them remotely. Pay friends directly from the . Deposit checks remotely. Set merchant and transaction alerts.
Screeners allow filtering by price and volume. Watchlist tracks all in one place. Charts support technical analysis with line and candlestick formats. Stats, news, and profiles provide fundamental analysis. Coverage includes all stock types.
View portfolio details including value changes and asset allocation. Log in securely using fingerprint or facial recognition. Check net worth with a comprehensive financial overview. Review and exchange key documents such as statements and tax forms.