Welcome back
Account overview
Account details
Debit card
Quick actions
Recent history
Your saved account activity.
| Description | Date | Status | Amount |
|---|---|---|---|
| Loading transactions… | |||
History
Recorded activity for your account.
| Description | Date | Status | Amount |
|---|
Account details
Statements
Create a printable summary of saved transactions.
Loading your statement…
Reports are generated from your records documents.
Wealth dashboard
Your investment accounts, as recorded by your relationship manager.
Total net worth
Portfolio summary
Asset allocation
Investment performance
Stocks & bonds
Mutual fund holdings
Retirement savings
Dividend & interest income
Investment statements
Debit cards
Your card and its status.
Your card
Card status
Card transaction history
| Description | Date | Status | Amount |
|---|
Transfers
Recent transfers
Money you have sent, newest first.
| Description | Date | Status | Amount |
|---|
Spending analytics
Where your money goes, by category.
Total spending
Groceries, bills, shopping, subscriptions and other.
By category
Notifications
Account activity and security alerts.
Savings goals
New goal
Rewards
Points, cashback and offers.
Points
1 point per $1 spent
Cashback
1% on spending
Tier bonus
Higher tiers earn more.
Offers
Multi-currency overview
Estimated equivalent balances in other currencies.
| Currency | Rate | Estimated balance |
|---|
Payments & services
Deposits, wallets, bill pay and more.
Mobile check deposit
Direct deposit information
Apple Pay & Google Pay
Add Apple Pay or Google Pay to your account, then choose it when you pay.
Pay with a wallet
Add Apple Pay or Google Pay above to pay with it.
Zelle®
—Send money with Zelle®
Internet bill payments
Credit score monitoring
Airport lounge benefits
—Personal loan overview
Account tier
Standard, Gold, Platinum and Private levels.
Standard
All tiers
Support center
Submit a request and track replies.
New request
Your requests
Security center
Login activity, devices and session settings.
Security settings
Login activity
Sign out
End your session on this device.
Profile & help
Your login, account status, and support options.
Your details
Change password
Help & support
Admin console
Manage fictional demo users and simulated account records.
User directory
Administrator controls.
| Name | User ID | Account | Routing ID | Role | Member since | Approval | Actions |
|---|
Display settings
Controls what every user sees in their transaction history and account overview.
Transaction fields
Account overview fields
Set a demo balance
Changes the fictional stored balance. The change is recorded in the admin audit log.
Add a demo history record
Adds a history entry. By default it also updates the user's simulated balance and shows the new balance after the transaction.
Edit a transaction's date & time
Changes the date and time shown to the user. The balance is not changed.
Update a transfer's status
Mark a pending transfer (including other-bank transfers) as completed, or set it back to pending. The user's balance is not changed. No real payment is sent.
Add an investment holding
Stocks, bonds, mutual funds and retirement accounts all use this form.
Record dividend / interest income
Add a net worth snapshot
Drives the performance chart and the investment statements list.
Audit activity
Recent administrative changes recorded by the app.
| Date | Action | Target user | Reason / details |
|---|