Watermark Bank vs Castlepoint Wealth Advisors Usage & Stats

Watermark Bank is your personal financial advocate that gives you the ability to aggregate all of your financial accounts, including accounts from other banks and credit unions, into a single view. It’s fast, secure and makes life easier by empowering you with the tools you need to manage your finances. Here’s what else you can do with Watermark Bank: - Keep your transactions organized by allowing you to add tags, notes and photos of receipts and checks. - Set up alerts so you know when your balance drops below a certain amount - Make payments, whether you’re paying a company or a friend - Transfer money between your accounts - Deposit checks in a snap by taking a picture of the front and back - Reorder your debit card or turn it off if you’ve misplaced it - View and save your monthly statements - Find branches and ATMs near you Secure your account with a 4-digit passcode and fingerprint or face reader on supported devices. To use the Watermark Bank app, you must be enrolled as a Watermark Bank Internet Banking user. If you currently use our Internet Banking, simply download the app, launch it, and login with the same Internet Banking credentials.
  • Apple App Store
  • Free
  • Finance

Store Rank

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Castlepoint Wealth Advisor’s unique mobile app provides a dashboard of your finances, interactive reports, and a secure document vault– TOP FEATURES • Interactive dashboard showing all your retirement accounts, linked bank accounts, and net worth statement. • Dynamic reports with current investment information. • Document vault for securely viewing files. CAUTION: This email originated from outside of the organization. Do not click links or open attachments unless you recognize the sender and know the content is safe.
  • Apple App Store
  • Free
  • Finance

Store Rank

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Watermark Bank vs. Castlepoint Wealth Advisors ranking comparison

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Watermark Bank VS.
Castlepoint Wealth Advisors

December 23, 2024