Manage private real estate investments by allocating funds to properties. Track portfolio performance and cash flow. View detailed investment reports and manage holdings. Access market analysis and investor insights.
Save and money automatically. Set up recurring transfers and track spending habits. View investment portfolios and performance. Receive financial education resources and set savings goals. Lock accounts and manage security settings remotely.
Track stock prices and set price alerts for timely updates. Trade stocks, ETFs, and mutual funds with research tools. Manage cryptocurrencies like bitcoin and ethereum through Crypto®. Schedule transfers, automate , and pay bills directly.
Manage long-term investments with access to traditional and alternative assets including private equity, venture capital, private credit, and real estate. View portfolio performance, adjust allocations, and track investment timelines.
Invest in stocks, ETFs, and options with no commissions. Trade mutual funds and select from curated portfolios. Access real-time quotes, charts, and research. Manage accounts, transfer funds, and view transaction history.
Monitor market activity with real-time quotes, charts, and market scanners. Place standard orders and complex option spreads. View delayed quotes without registration or account setup.
Track investments across stocks, crypto, ETFs, forex, and commodities. Sync with 300+ exchanges and wallets. View real-time prices and portfolio performance. Set price alerts for specific assets. Monitor balances and transaction history.
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.
Deposit funds to earn bonus interest rates. Manage investments with cash management tools and IRA matching. Trade stocks, ETFs, and options with zero commissions. Access market insights and predictive tools for decisions.
Access exclusive luxury real estate investments with fractional ownership options. View property details, track performance, and manage investments. Connect with other investors and receive market analysis and insights.
Manage finances with high-yield savings, investment options, and borrowing features. Deposit funds, earn interest, and in stocks or ETFs. Create personalized investment portfolios or select pre-curated options.
Invest in startups, real estate, and video game projects. Create a free account to access various investment opportunities. Invest directly using a credit card. View investment options and manage your portfolio.
Manage portfolio allocations and track investments
Manage investment portfolios by adjusting target allocations with Auto , manually selecting loans, adding funds via one-time or recurring deposits, and viewing details on each Note.
Invest in early-stage companies across 30 sectors. View company profiles, follow updates, and ask founders questions. Purchase shares and track investment performance. Receive notifications on company milestones and shareholder updates.