Aggregate financial accounts from multiple institutions into one dashboard. Set balance alerts, make payments to individuals or businesses, and transfer funds between accounts. Track spending and manage budgets with customizable tools.
Aggregate financial accounts from multiple institutions into one dashboard. View transaction history, add tags and notes, and attach receipt photos. Set balance alerts and customize notifications. Manage bills, transfers, and card security remotely.
Manage and pay bills anytime and anywhere. Receive notifications for incoming and due bills. Store bills and proof of payment digitally. Pay using debit or credit card without needing account or reference numbers.
Manage finances with remote features including contacting advisors, uploading documents, and signing documents digitally. Confirm online card payments using PIN or biometrics. Customize settings for personalized experience.
Via credit card, debit card, or Apple Pay using Tap to Pay. Email or text invoices instantly. Send Payment Links or QR codes for quick . Create and share Checkout Pages for online sales.
Check balances, make transfers, and pay bills directly from the . Send and request money instantly. Access savings features and manage accounts without visiting a branch. Set up alerts and control card access remotely.
Sell services, manage payments, and track earnings
Create a profile to list services. Accept payments via subscriptions or one-time transactions. Process in-person payments with Tap to Pay on iPhone. Automate payment collection and reduce administrative tasks.
Manage finances by aggregating accounts from multiple institutions into one dashboard. View transactions, add tags and notes, and attach receipts or check photos. Set alerts for spending thresholds and account activity.
Aggregate financial accounts from multiple institutions into one view. Track transactions with tags, notes, and receipt photos. Set alerts for account activity. Transfer funds between accounts. View spending patterns and budgeting insights.