Access account balances and retrieve transaction history. Pay bills, deposit checks via photo, and send secure messages. Perform single-item transfers including ACH payments and wire transfers.
The app provides access to client account information, market data, and trading capabilities. Users can view account details, contact clients, and monitor market shifts with real-time information.
View financial data through an interactive dashboard. Access dynamic reports with investment details. Securely view documents from a wealth advisor. Manage budgets and track financial progress.
View accounts, track transactions, set alerts, deposit
View account balances and transaction history. Access monthly statements and set up alerts. Deposit checks by photo. Initiate transfers and pay bills directly. Manage accounts from any location using a device.
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.