Wikinvest Portfolio for Android is the first portfolio that tracks all of your investment accounts, all in one place. Set up your investment and finance accounts on Wikinvest.com, or add them directly from the application from your U.S.-based brokerage so you can follow all of your investments wherever you go.
Wikinvest's secure connection automatically imports your stock, ETF, and mutual fund holdings into one view and updates nightly so you never have to enter your trades or holdings into a portfolio management tool again.
Highlights of the app include:
* Link and aggregate multiple brokerage accounts and track your investments on the go
* Compare your performance to major indices
* Get a quick glance at today’s change in your portfolio and individual holdings
* Explore news and charts related to your portfolio
* Dive into company analyses delivered directly from Wikinvest’s 3,000+ articles
* Get partial valuation, balance sheet, and income financials
You can import holdings from over 60+ brokerages, including Fidelity, ETrade, Scottrade, TD Ameritrade, Charles Schwab, Merrill Lynch, Vanguard, Sharebuilder, Wells Fargo, OptionsXpress, Morgan Stanley Smith Barney, Options House and more.
Don't see your brokerage* in the list? Let us know, and we'll be sure to add it as soon as possible. You can still use the Wikinvest Portfolio with watchlists and manually created portfolios from Wikinvest.com.
Email us at firstname.lastname@example.org with any feedback!
Our servers are protected by 24/7 on-site security . We use 256-bit SSL encryption (bank-level) for all of our data and none of your data is personally identifiable. Our portfolio tracker is read-only. We have been reviewed by Verisign, McAfee, TRUSTe. See also http://www.wikinvest.com/site/About_Wikinvest_Security and http://www.wikinvest.com/site/Privacy_Policy
The new portfolio-management tool from Wikinvest.com is already the most advanced of its kind" - Barron's
Other mentions by TechCrunch, Wired, VentureBeat, and more.
* Brokerage import is limited to U.S. brokerages that support OFX at this time.
** Options and fixed income products can be imported, but historical prices are not supported.
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MANAGE SPENDING AND SAVE MORE
* Know how much you have to spend daily, weekly, and monthly
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* See your transactions from all your bank accounts and credit cards
* View your combined balance
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* Connect up to 3,000 US-based financial institutions
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HEAR WHAT OTHERS SAY
* 2014 Appy Awards Winner
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ACCESS FINANCIAL RESOURCES
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Your security is our priority — Mobile data transmissions are safeguarded by 128-bit SSL (Secure Socket Layer) encryption to help prevent unauthorized access. Our Online Security Guarantee provides additional protection against unauthorized access to your accounts. The simple, easy-to-use tablet design will provide you with a simplified digital banking experience.
• View your account balances and activity — for consumer accounts, view check and deposit images.
• Available balance and pending deposits — Learn more about how your available balance is calculated and what’s still pending. Note, some transaction activities may not be immediately recorded to your account and may not yet be reflected in the available balance.
• Search and Sort — Find the transaction you're looking for quickly.
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• Credit card rewards balance – know at a glance your point total.
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• Deposit checks using your Android tablet.
WELLS FARGO SUREPAY
• Send money, using a mobile number or email address, to friends and family with eligible accounts at U.S. financial institutions.
TRANSFERS AND PAYMENTS
• Make transfers to your accounts.
• Schedule payments and pay bills right from your tablet.
• If you're already a Bill Pay customer, your payees are automatically available for use.
• Monitor balances, holdings, account activity and open orders for your Wells Fargo Advisors and WellsTrade accounts.
• Get real-time quotes, charts, market data and news.
• Track your retirement account plans and balances.
• Let us help you find a nearby Wells Fargo ATM. Locate an ATM using your current location/GPS or enter the zip code or address of the area you wish to search. You’ll be provided a list of ATMs with the address and distance from your current location.
DEPOSIT PRODUCTS OFFERED BY WELLS FARGO BANK, N.A. MEMBER FDIC.
INVESTMENT AND INSURANCE PRODUCTS: NOT INSURED BY FDIC | NO BANK GUARANTEE | MAY LOSE VALUE.
Wells Fargo Advisors is the trade name used by two separate registered broker-dealers: Wells Fargo Advisors, LLC, and Wells Fargo Advisors Financial Network, LLC, Members SIPC, nonbank affiliates of Wells Fargo & Company.
WellsTrade accounts are available through Wells Fargo Advisors, LLC.
• Location permissions are necessary to determine your current location to display nearby Wells Fargo locations/ATMs and provide mapping directions.
• Camera permissions are necessary for you to use the Mobile Deposit feature.
• Internet access permissions are necessary for the app to connect with Wells Fargo Mobile.
• Identity permissions are necessary in order to enable you to access your contacts to prefill emails/phone numbers when using Wells Fargo Sure Pay.
• Photo permissions are necessary for you to use the Mobile Deposit feature.
• Contacts permissions are necessary to enable you to prefill contact information (emails/phone numbers) when using Wells Fargo Sure Pay.
* Your mobile carrier's message and data rates may apply.
Minimum system requirements: Android OS v4.0 and higher are supported. If you aren't able to upgrade, use your browser to sign on to wf.com.
Stay up to date on the latest credit card news, figure out whether low interest, cash back or airline cards are best for you and improve your earnings.
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SAFE: protected by 128-bit encryption and a passcode
FAST: payments are deposited to your bank account directly
EASY: just link your Visa or MasterCard debit card to send or receive cash
Anyway. How are you doing?
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Treat your friends, and get treated in return. It’s time to cash in your karma.
• Get your Treats Debit Card in the mail
• Use the app to add money to your card from your existing bank account
• Pay for purchases with your Treats Card to create gifts called Treats
• Send Treats to your friends with a photo and a message
• Open a Treat by making purchases with your Treats Card — some Treats may even pay for your purchase, wherever you make it!
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Treats is currently available to college students all across the United States. Your Treats Card account can be PIN protected for your security. Your funds are FDIC-insured and can be loaded from most U.S. banks, including Chase, Bank of America, Wells Fargo, and many others.
The Treats Visa Prepaid Card is issued by The Bancorp Bank pursuant to a license from Visa U.S.A. and may be used everywhere Visa debit cards are accepted. The Bancorp Bank; Member FDIC.