Manage investments by buying and selling stocks, options, ETFs, and mutual funds. Track portfolio performance and view account balances. Deposit checks via and transfer funds between accounts.
Access account balances and total assets. Review investment performance and transaction history. View portfolio details and asset allocation. Manage investments by buying or selling funds. Set up recurring contributions and adjust portfolio settings.
Track income and expenses across multiple accounts. Monitor net worth with real-time updates. Access professional investment advice. Set financial goals and receive personalized recommendations. Sync data from various financial institutions.
View account holdings, performance, and activity. Connect external accounts to see balances. Track progress toward financial goals. Message and share documents with the team. Deposit checks and transfer funds. View and sign account-related documents.
Deposit and withdraw funds using Apple Pay, credit/debit cards, or bank transfers. Buy and sell memecoins with real-time price updates. Track holdings and share profits with friends. Convert cash to memecoins instantly.
Transfer assets from brokerage, IRA, or 401(k) accounts to build a diversified portfolio. Earn 1% uncapped match on portfolio transfers. in stocks, options, bonds, and crypto. Contribute to IRA and earn 1% match on annual contributions.
Buy and sell cryptocurrencies, national currencies, and precious metals. Track real-time asset values and fund availability. Access exclusive tokens and early crypto opportunities. Execute trades with low fees and liquidity from multiple exchanges.
Manage finances with high-yield savings, investment options, and borrowing features. Deposit funds, earn interest, and in stocks or ETFs. Create personalized investment portfolios or select pre-curated options.
Monitor market activity with real-time quotes, charts, and market scanners. Place standard orders and complex option spreads. View delayed quotes without registration or account setup.
Invest in stocks and fixed deposits through pre-built portfolios managed by experts. Choose from themed or strategic stock baskets. Set up recurring investments and track portfolio performance over time.
Invest in private markets with options in real estate, private equity, and private credit. Build custom portfolios or let the manage investments automatically. View performance metrics and manage holdings directly.
Check balances and view transaction history without logging in. Deposit checks using Mobile Check Deposit. Pay bills securely within the . Manage debit and cards, open accounts, and apply for loans. Communicate via built-in Chat and Secure Messaging.
Check account balances and transactions. Transfer funds between accounts. Pay bills and send money via Zelle®. Make remote deposits. Find nearby branches and ATMs. Enroll in and view eDocuments. Lock or unlock cards. Set text alerts.