Surency Flex vs Vector Wealth

Save time and hassles while making the most of your HSA, HRA, and FSA health benefit accounts by quickly checking your balances and details. Our secure app makes managing your health benefits easy through real-time access and intuitive navigation to all your important account information on the go! Powerful features of the app include: Easy, Convenient & Secure • Simply login to the intuitive app using your same health benefits website username and password (or follow alternative instructions if provided) • No sensitive account information is ever stored on your mobile device Connects You with the Details • Quickly check available balances 24/7 • View charts summarizing account(s) • View claims requiring receipts • Click to call or email Customer Service Provides Additional Time-Saving Options (if supported or applicable to your account(s)) • File a claim towards your medical FSA and HRA • Take or upload a picture of a receipt and submit for a new or existing claim • View, contribute and distribute HSA transactions • Pay bills from any account and add a payee • Using the Dashboard, enter medical expense information and supporting documentation • Retrieve your forgot username/password • Report a debit card as lost or stolen Powered by WEX Health®

Vector Wealth: The Disciplined Investor’s Private Sandbox. Stop guessing and start strategizing. Vector Wealth is a premium financial companion designed for investors who value discipline over hype. Whether you’re a beginner learning the ropes or a veteran testing a new thesis, Vector Wealth provides a secure, real-time environment to build, track, and refine your investment strategy. WHY VECTOR WEALTH? 1. REAL-TIME PAPER TRADING Execute trades in a risk-free environment using real-time market data. Track your performance, manage positions, and—most importantly—record the "why" behind every trade. Vector Wealth resurfaces your notes weeks later to help you audit your emotional discipline. 2. THE SENTRY ALERT ENGINE Let the app watch the market for you. Set custom "Sentry" rules that trigger notifications based on technical conditions, daily volatility, or corporate events. Never miss a market shift again. 3. STRATEGY RECIPES & HEALTH CHECKS Tell us your horizon and risk comfort, and we’ll generate a personalized allocation recipe. Our Portfolio Health tool automatically analyzes your holdings for concentration risks, tech-heavy leans, or allocation drift, keeping you aligned with your long-term goals. 4. MARKET MOOD & INSIGHTS Get an instant pulse on the market with our proprietary Market Mood indicator. Calculated from momentum, breadth, and yield signals, it tells you when the market is in "Extreme Greed" or "Panic" territory. 5. AUTOMATED PRO TOOLS Weekly Digest: Every Sunday, get a summary of your portfolio’s performance vs. the S&P 500. Earnings Calendar: Automatic tracking for upcoming corporate events on the stocks you hold or watch. DCA Visualizer: Project the power of "boring" investing with our historical Dollar Cost Averaging simulator. PRIVACY FIRST No bank links. No sensitive data. Vector Wealth uses anonymous authentication so you can practice and strategize with complete peace of mind. Your data is your own. Vector Wealth: Build your edge. Keep your discipline.