Access accounts with biometric login via Face ID or TouchID. Receive push notifications for new messages and documents. Scan physical documents using the camera to create formatted files.
Track stocks and manage investment portfolios by setting up tracking lists and placing buy/sell orders. View asset details, manage authorized accounts, and access transaction history. Receive real-time stock market news and transfer funds quickly.
Access portfolio information, view relationship timelines, and store documents securely. Retrieve account details, track investments, and communicate with wealth management advisors through the .
Manage investment portfolios with real-time value tracking and performance analysis. View asset allocation, benchmarks, and recent transactions. Access documents and download valuation and tax statements. Link and view multiple accounts.
