Check balances and view transactions 24/7. Transfer funds, approve or cancel transfers, and review transaction history. Send and receive secure messages. Access branch hours and location details. View pending transactions.
Track expenses with receipt scanning and automatic data entry. Submit and approve within the . Set spending limits and receive alerts. Sync with accounting software and generate detailed .
Manage assets with advanced encryption and real-time monitoring for security. Track investments with AI-powered insights and personalized recommendations. Set up alerts and monitor transactions.
Manage accounts, track expenses, and generate reports
Create and manage receipt and payment records, and track daily journal entries. Generate sales and purchase invoices. Organize accounts with customers and suppliers. Set reminders for payments and expenses. Export financial data in various formats.
Shake to Win allows users to earn entries by making contributions or completing actions. Users can check account balances, view investment performance, and set up recurring contributions.
Check balances and view account history. Pay bills, transfer funds, and deposit checks by photo. Send and receive secure messages. Set alerts and manage transactions. Access accounts with same credentials as online banking.
The app offers financial management tools including bill payment, check deposit, and fund transfers. Users can also view account history and send secure messages.
Manage tax-favored benefit accounts with real-time balance and transaction views. Fund HSA from checking or savings. Access email alerts and contact administrator via email or phone. Use same login credentials as the online portal.
Create and manage wills and estate plans. Set up asset instructions, assign beneficiaries, and store personal stories. Secure access for loved ones and automate document sharing. Track life events and update plans as needed.
The app provides mobile banking features including balance checks, fund transfers, transaction viewing, and message access. Users can manage their accounts and view branch information from any location.