View balances, complete transactions, track history
View current and historical account balances. Complete transactions and access transaction history online. Manage mutual fund investments. Set financial goals and track progress. Receive investment recommendations tailored to individual needs.
The app provides real-time global market data for various financial instruments and includes research tools. It features an AI assistant for Q&A, document summarization, and meeting assistance, along with AI-generated market briefs.
Manage investments with real-time market data and portfolio tracking. Buy and sell stocks, bonds, and funds across global markets. Set up recurring investments and receive customizable alerts. View performance reports and access research tools.