Manage bank accounts with balance and transaction views, send transfers, and track budgets. Access secure messaging to communicate with advisors. Retrieve electronic statements and store documents in a digital safe.
Manage bank accounts and insurance contracts in one place. Add external bank accounts for consolidated access. Categorize transactions to track expenses and income. Customize the home screen to suit personal preferences.
Check account balances and transaction history in real time. Transfer funds between accounts. Manage cards, set up automatic transfers, and track savings. View credit and insurance details. Receive notifications and secure remote card blocking.
Manage health insurance by accessing approved pharmacies and care centers. Track medical files for each policyholder and beneficiary. Monitor file status including missing information or follow-up requests.
