Manage your investment portfolio, transfer funds, and deposit checks securely on your mobile device. Access account balances, market information, and financial documents anytime. It offers a secure vault for storing important papers and provides tools for in-depth financial reviews.
What We Love
- π Easy to use interface
- π Fast performance and quick access to information
- π Comprehensive account and portfolio information
- π Secure authentication options (Face ID, Touch ID)
- π± Mobile check deposit feature works well
- πΌ Good integration with financial advisor services
- π¨ Clean, modern design (in recent updates)
- β‘ Customizable dashboard and account views
Room to Improve
- π Persistent login issues and authentication failures
- π App crashes and freezes frequently
- π Lacks data visualization and charting capabilities
- π Missing critical portfolio information and metrics
- π Poor search functionality (app not discoverable by bank name)
- π± Inadequate mobile responsiveness and horizontal scrolling issues
- β±οΈ Scheduled maintenance during active business hours
- π Face ID and Touch ID frequently broken or greyed out
- π Cannot view historical performance data or trends
- π« Limited trading capabilities compared to competitors
- π Inconsistent app behavior across devices
- π Headers not frozen when scrolling through data
- π§ Poor customer support and ticket tracking



























