Some of the awesome features and functions that are available in the Currence Member app are...
Account Management:
Personal Information - Manage and adjust your account's personal information
Joint Account Holder - Invite a Joint Account Holder
Security:
Adjust your MFA and biometrics at your discretion
Cash Flow Structure:
Direct Deposit - Reroute your direct deposit into your Currence Reservoir
Income Movements - Pull income from business or other income accounts periodically into your Currence Reservoir
Spending Baseline - Schedule recurring Money Movements to spending accounts
Capital Movements - Direct funds from your Currence Reservoir to wealth building and wealth protection accounts
Linked Accounts:
Link New Accounts - Connect external banks to easily access accounts
Manage Connections - Control which accounts are associated with the Currence Reservoir
Connect:
Strategist- Communicate directly with your Strategist via phone or email and schedule times to meet
Currence Support Team - Ask for help or advice from our Currence Support team
Data and Cash Flow Activity:
Charts and Breakdowns - Get a visual history of your Cash Flow over time and view your recent activity
