Accounts
Account Overview
Checking Account
2,485.32
Available Balance
**** 4567
+$235.40 today
Savings Account
$45,230.18
Available Balance
**** 8901
+2.1% APY
Credit Card
,247.53
Current Balance
**** 3456
Due in 12 days
Recent Activity
Grocery Store
Today, 2:34 PM
- 27.45
Paycheck Deposit
Yesterday, 9:15 AM
+$3,250.00
Online Purchase
Dec 15, 2024
-$89.99
Quick Actions
ATM Access
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Transfers
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Recent Transfers
| Date | Description | Amount | Status |
|---|---|---|---|
| Dec 18, 2024 | John Smith - Rent Payment | - ,200.00 | Completed |
| Dec 15, 2024 | Sarah Johnson - Utilities | -$85.50 | Completed |
| Dec 12, 2024 | Mike Davis - Loan Payment | -$450.00 | Pending |
Saved Recipients
John Smith
john.smith@email.com
Sarah Johnson
Acct ****3456
Transfer Limits
Daily Limit
0,000.00
Remaining: $8,550.00
Monthly Limit
$50,000.00
Remaining: $42,750.00
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Investments
Portfolio Overview
As of Dec 19, 2024Total Value
24,856.42
+$2,458.32 (+2.01%)
Today's Change
+$845.21
+0.68%
Your Holdings
| Symbol | Shares | Price | Change | Value |
|---|---|---|---|---|
|
AAPL Apple Inc. |
45.2 | $254.32 | +1.24% | 1,495.26 |
|
MSFT Microsoft |
32.8 | $432.15 | +0.87% | 4,174.52 |
|
GOOGL Alphabet |
28.5 | 86.75 | -0.45% | $5,322.38 |
|
SPY S&P 500 ETF |
125.0 | $598.45 | +0.92% | $74,806.25 |
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Market Overview
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Global Markets Update
Tech stocks lead gains
Earnings Season
Q4 reports ahead
Portfolio Rebalancing
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Account Summary
Cards
Available Cards
Premium Rewards Card
2% cash back on all purchases
Cash Back Card
5% on rotating categories
Travel Rewards Card
3X miles on travel, 2X on dining
Business Card
4% on business purchases
Credit Card Benefits
Cash Back Rewards
Earn up to 5% on eligible purchases
No Annual Fee
Enjoy rewards without yearly charges
Fraud Protection
Zero liability on unauthorized charges
Card Management
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Statements
Recent Statements
| Account | Period | Amount Due | Due Date | Actions |
|---|---|---|---|---|
|
Checking Account ****4567 |
Nov 1 - Nov 30, 2024 | $0.00 | Dec 15, 2024 |
|
|
Credit Card ****3456 |
Nov 1 - Nov 30, 2024 | ,247.53 | Dec 28, 2024 |
|
|
Savings Account ****8901 |
Nov 1 - Nov 30, 2024 | $0.00 | Dec 15, 2024 |
|
|
Investment Account ****5678 |
Nov 1 - Nov 30, 2024 | $0.00 | Dec 15, 2024 |
|
Statement Features
Secure Access
Bank-grade encryption for all documents
24-Month History
Access statements from the past 2 years
Multiple Formats
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Statement Tools
Account Summary
Total Balance
$58,715.50
Total Due
,247.53
Next Due Date
Dec 28, 2024
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Profile
Jane Doe
Premium Account Member
Member since Jan 2022
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