Investment Portfolio

active

Investment Account

Current Balance

$142,680.50

+5.4% this month

Balance History

Account Details

Account Number
••••••9845
Routing Number021000021
Available Balance$142,680.50
Interest Rate0% APY
OpenedJan 10, 2023
Last ActivityJan 12, 2025
CurrencyUSD

Recent Transactions

TransactionStatusAmount

Investment Return

Vanguard

Completed+$1,245.00

Dividend Payment

Fidelity Investments

Completed+$890.00