Track investments and connect with your team
Sign in using biometrics for secure access. Track and manage investments. Connect with relationship managers. Access tax documents, summaries, and statements. Receive alerts for trade updates and new contributions.
Showing 81–100 of 1,000 ranked alternatives.
Merrill Lynch
Manage accounts and check balances
Manage accounts by checking balances, detailed holdings, and transaction history. Update investment contributions and request loans or withdrawals. View interactive account summaries and graphics. Access financial information and documents securely.
United Community Bancorp, Inc.
Manage banking needs anytime, anywhere.
The app offers 24/7 account management, including balance checks, transaction history review, and fund transfers. Users can also deposit checks, make loan payments, and access statements securely.
James Bevins
Calculate interest, track growth, plan goals
Calculate compound interest to track savings, investments, or retirement growth. Input initial amount, monthly contributions, and annual rate. View projected balances over time. Adjust variables to explore different scenarios.
FirstRand Bank Limited
Switch users, manage accounts, track expenses
Manage finances with simple navigation and user profile switching. Access features via the action panel. View account balances, transfer funds, and pay bills. Deposit checks by photo and set transaction alerts.
Patriot Federal Credit Union
Check balances and view transactions
Check balances and view transaction history. Transfer funds between accounts. Pay loans and manage debit or cards. Deposit checks by photo. Open an account or apply for a loan. Use bill pay and send secure messages for support.
Edelman Financial Engines, LLC
Track accounts and view progress
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.
SEI Investments Management Corporation
Access accounts with biometrics
Access accounts with biometric login via Face ID or TouchID. Receive push notifications for new messages and documents. Scan physical documents using the camera to create formatted files.
TaxResources, Inc.
Upload documents and track case status
Securely log in using Touch/Face ID and multifactor authentication. Upload documents by taking photos or selecting files from your device. Send and receive messages to communicate with your audit team. Track case status updates in real time.
Salem Five Cents Savings Bank
Access accounts, transfer funds, locate branches
Access account balances instantly with a single tap. Deposit checks and view deposit history. Set financial goals and track progress. Locate nearby branches and ATMs. Perform transactions and manage accounts 24/7.
PMFA INC
Access portfolios, view reports, manage investments
View investment portfolio details in real time. Access account summaries, performance charts, and transaction history. Receive alerts for portfolio changes. Communicate with financial advisors through secure messaging.
Phan Nhat Đang
Track value over time
Track performance with yearly value tables and dynamic growth charts. Calculate ROI, duration, and required regular contributions. Set financial goals and analyze contribution impacts.
Sarwa Investment Management Limited
View portfolio, access reports, subscribe to investments
View portfolios with -time snapshots. Access distribution statements and update reports. Subscribe to new investments. Manage subscriptions and track performance metrics. Export reports and set reminders for updates.
Greenwood Gearhart Inc.
Access portfolio, track performance, review documents
Access portfolio information, view relationship timelines, and store documents securely. Retrieve account details, track investments, and communicate with wealth management advisors through the .
Lone Star Credit Union
Check balances and view transactions
Check account balances and view transaction history. Deposit checks by photo. Transfer money between members. Pay loans and set real-time alerts. Use biometrics for secure access. Locate branches and ATMs. Customize dashboard layout.
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