Monitor accounts by tracking total portfolio value and viewing performance over different timeframes. Check balances, transaction history, and investment details. Set up alerts for activity and portfolio changes.
Access account balances and transaction history across all accounts. Monitor asset allocation, holdings, and performance. Deposit checks by photo and securely share files with advisory teams.
Manage investments with access to Shariah-compliant asset classes across global markets. View portfolio details, including managed investments and brokerage balances. Set up subscriptions and monitor performance metrics.
View portfolio details including net worth, holdings, transactions, and asset allocation. Retrieve statements and create custom account groups. Send secure messages to team. Use 2-factor and biometric authentication for security.
