The app allows users to manage their accounts, check balances, view transactions, and update contact details. Users can also request new cards, report lost or stolen cards, and freeze them.
Manage student loans with account access, balance checks, payment history, and contact updates. Make payments, update banking info, and view loan details. Use Touch ID or Face ID for login.
Send money directly to a 529 account. Link the account in seconds. Find a suitable 529 automatically. View details and contribution history. Set up recurring payments for special occasions.
The app allows users to invest in direct mutual funds, manage family wealth, and track portfolio performance. It offers a guided onboarding process and tools for goal-based planning and investment analysis.
Track income and expenses with categorized entries. Set budgets and monitor spending. View monthly summaries and savings progress. Receive notifications for transactions and trends. Sync data across devices.
Track expenses and categorize transactions. View net worth by linking accounts securely. Access daily AI-driven insights on portfolio performance. Set savings and investment goals. Automate debt repayment strategies.
Check account balances and view recent transactions. Transfer funds between accounts and pay bills or send money. Set alerts for low balance notifications. Manage debit cards and deposit paper checks by snapping a photo and sending it.
Invest in or sell shares of Pre-IPO companies. View investment opportunities, research company profiles, and manage portfolio holdings. Set up alerts for new offerings and track investment performance over time.
Track and analyze ETFs with real-time data and AI-driven buy/sell recommendations updated three times daily. View detailed performance analytics, compare ETFs, and identify top-performing options for various investment strategies.