Send money internationally with options for cash pickup or bank account deposit. Review transaction history and manage beneficiaries. Add or edit sending methods using card scanning for credit and debit cards. Login with Touch ID.
Create and organize digital documents for important assets. Set up clear instructions for loved ones. Securely store information and share access. Track updates and notify contacts when changes are made.
Documents, photos, and receipts to convert them into editable PDFs or images. Organize files into folders, add notes, and share via email or cloud services. Set reminders for document expiration and sync across devices.
Manage finances with payment entry, standing order creation, and credit card payments. Activate debit cards and access protected by PIN or biometric authentication. Authorize payments via Key for Online transactions.
Track and manage investments across cryptocurrencies, stocks, forex, savings, and tangible assets like real estate and artwork. Add, edit, or remove assets from the portfolio. View detailed performance metrics and historical data.
View policy details clearly and quickly. Apply for coverage online in 2 minutes. Chat with customer support for assistance. Manage insurance, prevention, contracts, and claims through the .
Track mileage and record expenses with receipt capture. Manage clients, leads, and sales with document uploads, reminders, and notes. View profit, expenses, and broker fees per sale. Generate tax reports and track buyer activity.
Access account balances and transaction history across all accounts. Monitor asset allocation, holdings, and performance. Deposit checks by photo and securely share files with advisory teams.