UFB Direct® vs WizeFi Desktop Sync

UFB Direct delivers smart personal and business finance on the go. Bank, borrow, and plan on your terms. Link and manage accounts. Track savings. Access and move money with ACH direct deposit, mobile deposit, and money transfer. Plus, pay bills and monitor your credit score. It’s the way financial services should be. MOVE MONEY & ACCESS FUNDS It’s your money – use it. Add money and send it where it needs to go. • Transfer money to accounts, friends, and others • Mobile check deposit • Early direct deposit • One-time and recurring bill pay • Credit score monitoring • Wire transfers MANAGE CHECKING AND SAVINGS ACCOUNTS Make your money work. Open a digital bank account. Manage debit and ATM cards. Get account balance and other alerts. • Accounts for all ages, from teens to adults and seniors • Freedom Checking • High Yield Portfolio Savings • High Yield Portfolio Money Market • Certificates of Deposit (CDs) BORROW MONEY & MANAGE LOANS Apply for a loan, track details, and pay loans. • Mortgages for home purchase and refinance • Personal loans for large expenses, home improvements, debt consolidation, and more • Set up and edit scheduled payments • Enroll in payment alerts CREDIT SCORE MONITORING Watch your credit and learn how it impacts finances. • Free credit score • Credit score change alerts • Credit score history PERSONAL FINANCE MANAGER Connect bank accounts to track money and gain insights to help master finances. • Account aggregator • Spending tracker • Saving & investing trends • Debt tracker © 2025 UFB Direct, All Rights Reserved Bank products and services are offered by Axos Bank®. All deposit accounts through Axos Bank brands are FDIC insured through Axos Bank. All deposit accounts of the same ownership and/or vesting held at Axos Bank are combined and insured under the same FDIC Certificate 35546. All deposit accounts through Axos Bank brands are not separately insured by the FDIC from other deposit accounts held with the same ownership and/or vesting at Axos Bank. For more information read our FDIC Notice. Axos Bank NMLS# 524995

IMPORTANT: This version of WizeFi is exclusively for users with an active WizeFi Desktop Subscription. If you are looking for our new, 100% Free mobile budgeting app, please search for "WizeFi: Budget & Finance" in the store. WizeFi is for those who are serious about financial freedom. We provide the tools to help with Money Organizing, Money Planning, and Money Monitoring. This digital financial coach will help guide you to the most optimal use of your money. Don’t just track your money, manage it in a way that prevents financial failure and empowers you to develop money skills that will last a lifetime. Features -Financial Freedom Planning tools - Debt Freedom Planning tools - Access to the 30 day Debt Freedom course - Money Organizing tools - Money Planning tools - Money Monitoring tools - Tutorials - Online Support Your monthly WizeFi subscription will auto-renew each month after a free 30 day trial. With your monthly WizeFi subscription you will get access to the 30 day Debt Freedom course. This course is designed to help you develop the right money habits and mindset to reach debt freedom as soon as possible. Each lesson is packed with practical strategies to reduce monthly expenses, earn more income each month, and create a customized debt freedom plan. WizeFi is your digital coach that provides a mobile app and a full featured desktop experience to help you gain financial freedom. We provide access to a community of people just like you who are taking control of their finances. We provide videos, groups, and coaching to provide you with the tools to succeed. Join the WizeFi Community today! EULA: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/ Terms & Conditions: https://intercom.help/wizefi/en/articles/1222677-terms-of-service