November Product Update

Jun 12, 2024

Diana Tretjakova

⭐️ Big News Upcoming!


We’re thrilled to share one of our most exciting features: Round-ups 💰 — a revolutionary way to make investing as simple as spending. With Round-Ups, you’ll be able to round up everyday purchases to the nearest dollar, with the spare change automatically invested into your portfolio 📈. Imagine grabbing your favorite coffee ☕, paying for groceries 🛒, or treating yourself to something special 🎁, and at the same time, effortlessly growing your wealth with every transaction.

This feature is all about empowering you to invest without even thinking about it. By harnessing the power of small contributions over time, Round-ups will help make your financial goals more achievable than ever. Our team has been working tirelessly ⏰ to ensure this experience is seamless, intuitive, and impactful, giving you a smarter way to invest. Want to see Round-ups in action for your checking account next year? Make sure to get in contact with our team and get ready to start on a whole new financial journey! 🌱

🔍 Easily Navigate Your Account History


Looking to easily navigate your account history? We’ve made it simpler than ever with our new filtering options! Now, you can filter your transactions by status—such as completed, pending, or canceled—or narrow things down using a specific date range 📅. Whether you prefer preset timeframes like the past week or month, or you want to create a fully custom date range, the choice is yours.

This update is all about giving you more control and clarity when reviewing your activity. Need to track recent transactions? Want to look back at historical data? These filtering tools make it effortless to find exactly what you need without scrolling endlessly. Our goal is to make managing your account history intuitive and stress-free. With these enhancements, staying informed and keeping tabs on your transactions is now quicker and more efficient than ever. Try out the new filtering options today and experience the difference they bring to managing your account!

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