Access account balances at account, client, or household level. Use multi-factor authentication and biometrics for secure access. Contact financial professionals via phone or email. View Total Assets chart with contributions and withdrawals.
Set up investment accounts with free trading courses and limited trades. Access free insights and integrate with popular brokerage accounts and crypto exchanges. Track investments and receive educational resources for beginners.
Track financial assets and performance in real time. Import accounts from major banks and brokers. View detailed analytics and benchmark comparisons. Monitor cryptocurrency holdings and cash balances. Receive automated reports.
Access real-time stock prices, news, and market analysis. Place trades and manage orders securely. Monitor portfolio performance and track investment history. Receive price alerts and view detailed market data.
Record trades with a calendar interface for crypto, forex, and stocks. Analyze performance with detailed analytics. Set reminders for entries and exits. Export data in multiple formats. Track profit and loss over time. Sync trades across devices.