Net Worth Tracking
Connect your accounts for a complete, secure overview of your assets and liabilities.
Spend Tracking
View all your transactions in one place and gain insights into your spend, subscriptions, and cash flow.
Budgeting
Create a budget in one click, add custom categories, and track your progress all month long.
Cash Account
Grow your cash with our boosted APY Cash Account, where you can earn an additional 0.5% APY on top of our current base rate of 5.14%.
Automated Index Investing
Keep more of your returns with a personalized, AUM fee-free index portfolio.
Stock Bundles
Discover new stocks and invest in collections curated by our expert investment team.
Sidekick, Your AI Finance Assistant
Let AI analyze your portfolio, help you plan for retirement, create a savings goal, and answer all your money questions.
Intelligent Notifications
Real-time with notifications about changes to your spending, investments, and credit score.
Certified Financial Planners®
Meet with an expert to get personalized support and tailored recommendations for every financial milestone.
Basic Will
Simple, quick, and free legal document that allows you to choose who gets what.
Full Will
Customize your will with more options, from guardianship to healthcare decisions.
Trust
Opt for our most comprehensive plan to protect your assets and avoid costly legal disputes in probate court.