Access account balances at account, client, or household level. Use multi-factor authentication and biometrics for secure access. Contact financial professionals via phone or email. View Total Assets chart with contributions and withdrawals.
Access real-time stock prices and company financials. Search for stocks, ETFs, and index funds with AI-driven insights. Analyze fundamentals, view charts, and set price alerts. Track portfolio performance and receive investment recommendations.
Calculate margin requirements for trading positions. Input leverage and contract size to determine required margin. Display results in real-time. Export data as text or share via email.
