Track accounts, view investments, connect with advisor
View and track financial accounts and investments in one place. Link accounts, monitor expenses in a budget module, share documents securely, and receive task notifications. Connect with a financial advisor for real-time updates and guidance.
The app provides 24/7 access to accounts, allowing users to check balances, deposit checks, view transactions, transfer funds, and pay bills. It also enables searching for branch and ATM locations.
The app provides banking services for users to view balances and pay credit cards. It also allows users to locate nearby branches and perform other banking tasks while on the go.