How the app works

The home screen typically shows a portfolio value at the top, with a line chart underneath that tracks value over the selected time range (1D, 1W, 1M, 3M, YTD, 1Y, ALL). Below the chart, a list shows individual holdings.

Tap or click a time-range label (1D, 1W, 1M, etc.) directly under the chart. The chart redraws to reflect that window, and the percentage change updates to match.

A watchlist lets you track the price of assets you don't currently hold. You add an item by searching for it and selecting "add to watchlist," and remove it the same way in reverse.

A market order executes immediately at the best available current price. A limit order only executes at a price you set (or better), which means it might not fill right away — or at all, if the market never reaches your price.

Most order flows show a review screen listing the asset, order type, quantity, estimated cost, and any fees, with a final confirm step before anything is submitted.

1. Open the account or activity section
2. Look for a "pending" or "open orders" list
3. Select the order to see its current status and option to cancel, if still eligible

Apps generally use a secure third-party linking flow where you log into your bank through a verified widget, rather than typing bank credentials directly into the trading app itself.

Bank transfers (like ACH) move through banking networks that batch-process transactions, and most platforms also hold new deposits briefly as a fraud-prevention measure before funds are available to trade or withdraw.

Typically under an "account" or "banking" section, listing each transfer with its date, amount, direction (deposit/withdrawal), and status.

Under account settings, there's commonly a "notifications" section letting you toggle categories like price alerts, order fills, and news separately for push, email, and SMS.

Account settings generally include a "profile" or "personal information" page where fields like address or phone number can be edited directly, sometimes with a re-verification step for sensitive changes.

2FA adds a second verification step beyond your password — usually a code from an authenticator app or text message — so a password alone isn't enough to log in.

• Enable 2FA wherever it's offered
• Never enter your password or verification code on a page you reached from a link in an unsolicited email or text
• Use a unique password, not one reused from another site
• Check the actual URL in your browser's address bar before logging into any financial app