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 asset performance data, access portfolio details, and receive personalized insights. Track investments, set reminders, and communicate with financial advisors. Receive notifications and update account information securely.
The app provides real-time streaming quotes, charts, and market depth for trading equities, derivatives, currencies, and commodities. It also facilitates holdings tracking, market watch group creation, fund transfers, and margin monitoring.
