Track investment performance and analyze portfolio risk. Receive personalized financial insights and recommendations. Adjust portfolio allocations and minimize capital-gains taxes. Identify and reduce fund fees.
Track net worth, monitor assets, consolidate finances
Track real estate values and home equity. Monitor vehicle values and maintenance records. Consolidate financial assets and investments in one place. Calculate net worth and view detailed asset insights. Set reminders for financial goals and expenses.
Manage investment accounts by logging in with e-trade credentials. Check balances, transfer funds, and track account positions. Place buy, sell, amend, cancel, or market orders. Monitor portfolio performance and trade anytime.
View investment performance with account balances, time-weighted returns, and earnings. Track transfers, deposits, withdrawals, and other transactions. See detailed breakdowns of investment allocations and holdings.
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.