Manage multiple accounts and track expenses with detailed categorization. Search transactions with advanced filters. Export data as PDF or CSV. Secure access with Face ID or biometric authentication. Set budget limits and receive alerts for spending.
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.
Send and receive money instantly. Track expenses and budgets. Set up automatic transfers. View transaction history and alerts. Link accounts for unified financial management. Receive notifications for account activity.
Track daily and monthly account balances across three categories: on-hand, operating cash, and net . Monitor financial progress without recording individual transactions.
Check balances and submit claims by uploading receipts. Track spending and manage FSA funds. View transaction history and set spending limits. Receive alerts for account activity.
Enroll in retirement plans quickly. Manage investment portfolios and adjust contributions. Request loans or withdrawals. View portfolio returns and transaction history. Access live fund data and prospectus.
Track finances with minimal data input. Enter current balance and recurrent transactions to predict future balances. Adjust predictions by inputting actual balances at specific dates.
The app allows users to view account history, fund performance, and savings strategy. It provides retirement guidance and a financial wellness experience with tools and articles.
Manage finances by checking account balances and viewing transaction history. Deposit checks via camera. Add tags and notes to transactions. Set balance alerts. Send payments to friends, family, and businesses. Transfer funds between accounts.