Access account details for loans and savings. Log in with biometrics or credentials. Transfer funds between internal and external accounts. Schedule payments and view transaction history. Manage linked accounts and monitor balances in real time.
by Goldman Sachs★ 4.311 ratingsFinanceFreeData updated 2026-09-06
Log in securely with two-factor authentication or biometric login. View account balances and transaction history. Manage financial activities across all accounts. Deposit checks via check deposit. Transfer funds between accounts.
Check balances, transfer funds, pay bills, deposit
Check balances, transfer funds, pay bills, and deposit checks via photo. Set transaction alerts and lock accounts remotely. Access account statements and contact customer support through the .
Access accounts, loans, and credit cards instantly. Manage favorites and receive notifications. Transfer funds between accounts or to other accounts. Send real-time transfers to other banks. Pay bills, schools, and credit cards directly through the .
Create and send professional invoices with customizable templates. Add client details, itemized charges, and payment terms. Export invoices as PDF or share via email. Track payment status and send reminders.
Access quiz questions from a test bank. Answer multiple-choice questions with instant feedback. Track progress and review explanations for correct and incorrect answers. Sync with the Securities Industry Essentials course.
Track and organize charitable donations with tax-deductible receipts at year-end. Deposit funds to access over 1.5 million verified charities. Donate to any organization of choice. Set up accounts in under 60 seconds. No fees or minimums.
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.
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.
Manage investments with access to globally diversified portfolios. Set financial goals and create personalized plans. Track portfolio performance and adjust allocations. View detailed fund information and transaction history.
Industrial Alliance Insurance and Financial Services Inc.
Monitor portfolio, chat with advisor
Monitor investment portfolios with real-time account updates. Access downloadable tax documents and advisor contact details. Use optional biometric authentication for secure logins. Track progress and stay connected with financial advisors.
The app allows BNY Wealth clients to manage and transact on consumer accounts and monitor investment accounts. It provides access to account details, statements, and fund transfers, along with banking features like bill pay and mobile check deposits.
Calculate with a . Input principal, interest rate, term, and compounding frequency. Account for federal and state taxes. View results without additional fees.