Track accounts with real-time balance and transaction details. View portfolio performance and investment summaries. Communicate with advisors through in- messaging. Receive account alerts and activity notifications.
Apply for a with personalized loan options. Track loan progress, manage payments, and receive updates. View documents, set reminders, and communicate with loan officers directly.
Create custom financial plans tailored to individual needs. Schedule consultations with certified financial planners. Receive unbiased advice for different life stages. Set financial goals and track progress over time.
Access account balances and total assets. Review investment performance and transaction history. View portfolio details and asset allocation. Manage investments by buying or selling funds. Set up recurring contributions and adjust portfolio settings.
Access accounts using FaceID or TouchID. View all accounts in one place. Access up to seven years of documents. Review balances and activity. Adjust investment options. Update personal information. Schedule transactions.
The app provides fast money movement, including Zelle® transfers and bill payments. It offers a total account view of Golden 1 accounts, loans, and cards, with budgeting tools and credit score monitoring.
Transfer assets from brokerage, IRA, or 401(k) accounts to build a diversified portfolio. Earn 1% uncapped match on portfolio transfers. in stocks, options, bonds, and crypto. Contribute to IRA and earn 1% match on annual contributions.
Track stock and options prices in real time. Place market, limit, and stop orders. Access research reports and AI-driven insights. Paper trade to practice strategies. View portfolio performance and manage positions.
Track spending at partnered businesses and automatically invest $1 in those companies' stocks. Set weekly investment limits and receive weekly performance reports. Manage investments and adjust limits through the .
View and track retirement goals with detailed progress updates. Access total portfolio and account details. Link external accounts to retirement goals. Review activity feeds, quarterly statements, and plan updates.
Manage checking and savings accounts with features for spending, saving, and investing. Fund tree planting with purchases. Avoid supporting fossil fuel activities. Access unlimited ATM withdrawals at over 55,000 locations. Earn up to 3.25% APY.