Access accounts, view reports, and secure messages
View account balances and performance data in real time. Access client reports and securely store documents in a two-way client vault. Retrieve and send secure messages with the client.
Check portfolio balance and track account performance. Run custom reports and analyze investment allocation. Set up alerts and manage transactions. View detailed performance charts and historical data.
Track investments across 70+ exchanges, 20,000+ ETFs, and cryptos. View historical performance, trade analytics, and asset allocations. Monitor dividend history and projections. Benchmark portfolio performance. Set and track investment goals.
