Create and customize documents with templates for contracts, wills, and more. Fill out forms with guided steps and save drafts. Share documents securely with others. Access resources and expert advice through the .
Automate investments by copying selected traders in real-time. Connect existing portfolios to replicate trades. Access a trader directory to choose and follow specific accounts. Track performance and manage copied trades within the portfolio.
Send money, pay bills, and make purchases using linked bank accounts. Invest in digital assets and track financial goals. Set up biometric login and multi-factor authentication. View transaction history and manage budget categories.
The app provides access to BOK Financial accounts for balance information, check deposits, fund transfers, and bill payments. Users can view transaction history, e-statements, and locate ATMs and banking centers.
The app provides access to Bank of Albuquerque accounts for managing balances, depositing checks, transferring funds, and paying bills. Users can view transaction history, e-statements, and locate ATMs and banking centers.
Teachers Insurance and Annuity Association America
Track accounts and manage investments
Manage retirement and brokerage accounts with secure access to account activity, contributions, and asset allocation. Transfer funds between retirement plan accounts and fund new brokerage accounts. Log in using password, Touch ID, or Face ID.
View all accounts and portfolios in one place. Track transactions and search for specific entries. Send payments via template, photo, or QR code. Buy or sell securities and monitor their performance.
Verify identity using video call, eID with national ID or residence title, or by scanning ID documents. Upload images of ID and profile for automatic verification. Confirm identity through secure partner services.
Check account balances, transfer funds, and pay bills. Deposit checks via photo. Set transaction alerts and manage card security. View recent transactions and update personal details. Receive one-time passwords for activation.
Approve financial transactions by scanning a graphic and entering a generated TAN. Activate via an activation letter. Choose between and push for order confirmation.
Expenses and manage budgets by categorizing transactions and setting limits. View daily revenue summaries and monitor cash flow. Adjust budgets and receive alerts for overspending. Sync data across devices and generate reports for financial analysis.