Connect every bank and brokerage account, see your full picture update in real time, and let smart transfers handle the busywork.
No spam. One email when we launch.
Every account, every bank, one place, updated in real time. No more bouncing between places just to check..
Know the moment idle cash should move to where it earns more, before you have to think to check.
Read-only by default. Your credentials are never stored. Every connection is encrypted end to end.
Securely link banks and brokerages in a couple of minutes, through the same technology major banking apps use.
Balances, transactions, and net worth, unified and updated automatically.
Turn on smart transfers so your money moves to where it works hardest, without you lifting a finger.