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
Provider: Phoenix General Insurance
Remaining: $50,000
Loan Disbursement
-
$0.00
Today
Available Credit
Pre-approved limit
$25,000.00
Credit score: 750
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
My Loans
View your active loans and payment schedules
Total Loans
1
1 active loan
Outstanding Balance
$500,000.00
Principal amount
Active Loans
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