Welcome back, Customer!
Here's your financial overview for today
Account Number: QC827396897
Last login: Today at 9:30 AM
Financial Overview
Total Assets
Your combined financial position
$500,000.00
+2.5% from last month
Savings Balance
Available for transfers
$500,000.00
+$3,125.00 interest earned
Insurance Deposits
Target: $50,000
$0.00
Remaining: $50,000
Active Loans
Outstanding balance
$500,000.00
Next payment: Feb 1, 2025
Available Credit
Pre-approved limit
$25,000.00
Credit score: 750
Quick Actions
View Accounts
Check your savings and external account balances
View Loans
Check your active loans and payment status
Update Profile
Manage your personal information and settings
Financial Overview
View your complete financial summary
Recent Activity
All
Transactions
Payments
Loans
Loan Disbursement
+$500,000.00
Interest Credit
+$3,125.00
External Transfer
-$25,000.00
My Accounts
Manage your savings, checking, and investment accounts
Total Assets
$500,000.00
+$3,125.00 this month
Active Accounts
2
2 savings, 0 checking
Monthly Interest
$3,125.00
3.0% per annum average
Savings Accounts
Premium Savings Account
**** 5678
Active$500,000.00
Available Balance
Interest Rate:
3.0% per annum
Minimum Balance:
$1,000.00
Withdrawals:
3 per month
Account Age:
1 month
External Bank Accounts
Wells Fargo Checking
**** 1234
Connected$25,000.00
Last Known Balance
Bank:
Wells Fargo
Type:
Checking
Status:
Verified
Last Updated:
Today
Account Performance
Interest Earned
This month
Growth Rate
From last month
Account Utilization
Of available balance
My Loans
View your active loans and payment schedules
Total Loans
1
1 active loan
Outstanding Balance
$500,000.00
Principal amount
Active Loans
Loan Performance
Payment History
On-time payments
Interest Paid
Total interest
Loan Utilization
Of approved amount
Transfer History
View all your completed transfers and track their status
Total Transfers
0
All time
Total Amount
$0.00
Transferred
Total Fees
$0.00
Paid