Financial Asset Management

Contribution History

Last 6 months of activity

Upcoming

May 25, 2024$1,000 scheduled

Auto-Save Plan

AcceleratedRecurring weekly

Claimable Balance

$0.00

Pending Setup

Net Royalties$0.00

Processing Fee-$0.00

Total Ready to Claim$0.00 USD

Once your bank is connected, balances over $10.00 are automatically eligible for monthly distribution on the 15th of each month.

Q2 Dividend Income

Quarterly dividend payouts across your portfolio holdings.

Vanguard VIG

450 Shares

$1,842.10

S&P 500 VOO

112 Shares

$928.40

Apple AAPL

85 Shares

$340.00

Realty Income

320 Shares

$1,139.50

Set a new milestone

Define your financial target and we'll help you pace your savings.

Payout Threshold

Set the minimum balance required before a payout is triggered.

Account Access

Update your credentials or re-authenticate.

Danger Zone

Archive account and remove catalog

Change transfer limit

Adjust how much you can send from your balance.

Scheduled transfers

Set up a transfer to send at a later date.

Direct Debits

Set up and manage regular payments.

Recurring card payments

Manage your repeated card transactions.

Distribute Track

Upload your first master to start reaching listeners on Spotify, Apple Music, and more.

Analytics

418.2K Visitors +10%

Notifications

Choose what you want to be notified about.

Select all

Transaction alerts

Deposits, withdrawals, and transfers.

Security alerts

Login attempts and account changes.

Goal milestones

Updates at 25%, 50%, 75%, and 100%.

Market updates

Daily portfolio summary and price alerts.

Power Usage

Whole Home

Currently Using3.4 kW

Solar Gen+1.2 kW

Battery Level

x

85%

The Foundation for your Design System