Access financial accounts and view market or portfolio activity in real time. Contact advisors directly. Monitor investment performance and track transaction history. Receive alerts for account changes and market updates.
View personal balance sheet, recent transactions, portfolio holdings, and cash flow trends. Link accounts from over 20,000 institutions. Securely aggregate assets and liabilities. Set up alerts for account activity.
View investment accounts with a personalized dashboard showing portfolio activity, asset allocation, gains, and losses. Customize dashboard layouts. Access company details and contact information for financial team.