Send and receive money through secure, verified transactions. Make one-time or recurring payments. Transfer funds between accounts. Track financial activity and manage personal budgets. Share and receive personalized gifts.
Manage accounts by checking balances and viewing transactions. Transfer funds between accounts or banks. Pay bills and locate ATMs or branches. Open new accounts remotely. Set up alerts and access account details anytime.
Review and manage employer-sponsored retirement plan details. Check retirement balance, view investments and contributions. Communicate via in- messages.
View accounts with Household Summary, Today’s Gain/Loss, and Balances. Group accounts by Non-Retirement and Retirement. Check Cash and Stocks & Related holdings. See Top Performing stocks in portfolio.
Calculate growth using interest. Input initial amount, rate, and time. View projected returns over different periods. Compare scenarios with adjustable parameters. Export results as reports.
Manage retirement plans by registering and enrolling in company programs. View account balance and investment performance. Track future income projections. Adjust contribution rates and portfolio allocations.
Sync bank accounts, credit cards, and investment portfolios in one tap. expenses, set budgets, and receive bill reminders. Cancel subscriptions, monitor net worth, and manage spending without spreadsheets.