Access benefits, track payroll, view health details
Access employer benefits including health, retirement, and payroll details. Find doctors or urgent care clinics. Enroll in benefits and review medical plans and spending. View payroll information and benefit summaries.
Transfer assets from brokerage, IRA, or 401(k) accounts to build a diversified portfolio. Earn 1% uncapped match on portfolio transfers. in stocks, options, bonds, and crypto. Contribute to IRA and earn 1% match on annual contributions.
Calculate investment growth with periodic contributions. Adjust contribution frequency and view year-by-year breakdowns. Track over time. Set and adjust parameters for accuracy. Export results as reports.
View and participate in communities to share and insights. Submit, discuss, and vote on proposals. Track progress and receive updates on challenges. Collaborate in private or open spaces. Manage contributions and engagement settings.
Manage tasks and projects with customizable boards, drag-and-drop scheduling, and team collaboration. Assign tasks, set deadlines, and track progress. Integrate with calendars and email. Share files and comment on updates in real time.
Connect with members, sponsors, and guests through event management tools. Customize member profiles and directories. Send direct messages. View member contributions in a newsfeed. Access exclusive promotions and benefits.