Dashboard

Welcome back, Jake — here's your portfolio overview.

4.2%
$14.8M
Total Account Balances
12
2,847
Active Accounts
8.7%
$1.2M
Today's Transactions
0.15%
4.75%
Avg Interest Rate
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3 pending reviews

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Recent Transactions

Wire Transfer — Pinnacle Holdings LLC
Acct #10045892 · Today, 2:34 PM
+$245,000.00
ACH Payment — Vendor Disbursement
Acct #10032187 · Today, 1:15 PM
-$89,500.00
Internal Transfer — Suspense Clearing
Acct #10067431 · Today, 11:42 AM
-$12,750.00
Check Deposit — Sarah Chen
Acct #10089254 · Today, 10:08 AM
+$18,200.00
Service Fee — Monthly Maintenance
Acct #10012445 · Today, 9:00 AM
-$35.00
Interest Credit — Q4 Accrual
Acct #10078123 · Yesterday, 5:00 PM
+$4,822.50

Revenue Breakdown

Interest
$482K
Fees
$218K
Wire / ACH
$145K
Penalties
$67K
Other
$41K