Track spending, set savings goals, and automate transfers. Monitor investment portfolios and view transaction history. Parents can send funds and review trades and account activity.
Check balances and view details for benefit accounts. Log in with existing credentials. Access real-time account information. Navigate securely to account details. No sensitive data is stored on the device.
Manage accounts, transfer funds, deposit checks, apply
Manage accounts by reviewing activity and balances, setting alerts, viewing past statements, and updating personal information. Transfer funds, deposit checks via photo, apply for loans, and use Touch ID or Face ID for secure login.
Track expenses, set savings goals, and learn about investing. View progress charts and receive financial tips. Access bilingual support in English and Spanish. Manage budgets and monitor spending habits.
View account balances, track , and manage payments. Receive notifications for important updates. Access support features and view detailed account information. Submit documents and update personal details remotely.
Access your available pay balance throughout the week. Withdraw funds to a bank account, debit card, prepaid card, or pay card. Transfer fees apply. Enrollment is required.
Manage financial accounts with real-time access to balances and transaction history. Add tags, notes, and receipt photos to organize transactions. Set balance alerts and manage bills, loans, and credit lines.
Manage crypto balances and portfolios across Bitcoin, Ethereum, Solana, and supported tokens. Send and receive crypto securely. Connect to hardware wallet via Bluetooth. Access DeFi platforms and NFT marketplaces using WalletConnect.
The app allows SSI recipients, representative payees, or individuals whose income assists an SSI recipient to report gross monthly wages. Consistent wage reporting helps prevent improper payments, which can lead to SSI overpayments and underpayments.
Create a personalized care plan with actionable steps and . Access on-demand assistance from Care Managers for guidance and task help. Collaborate with up to 5 family members to assign tasks, track progress, and share information.
Track investment performance with real-time portfolio updates. View AI-generated stock recommendations and analysis. Set up recurring investments and monitor earnings. Adjust risk settings and access historical performance data.
Monitor stock, fund, ETF, and CEF performance. Track portfolio holdings and performance. Access research reports and market commentary. Set price alerts and view historical data. Adjust investment strategies with analysis tools.
Manage Bitcoin holdings with secure custody and personalized guidance. View portfolio performance, set investment goals, and receive expert insights. Transfer funds, track transactions, and access real-time market data.
Access educational content and discussions on wealth building. Track financial goals and progress. Connect with professionals and entrepreneurs for advice. Receive updates and resources to support financial growth.