HelloWallet for the iPhone

Download the HelloWallet iPhone application from the Apple App Store.


(Please note that we have updated our iPhone app since this video was created, but the feature capabilities remain the same. Download the most recent version of HelloWallet here.)

​Features available in the iPhone application include:

  • Dashboard: overview of your Score, Checking and Credit Card balances, changes in investment and savings account balances, budget summary, and latest Insights.
  • Accounts: list of your accounts with last updated date. Tap an account to view or edit your transactions or account details.
  • Budget: view your budget progress by category or view last month's budget to compare spending. Edit a Budget item by tapping the item, then "Edit" in the top right corner.
  • Insights: get customized insights about your spending behavior.
  • Messages: view your HelloWallet messages.
  • Financial Wellness Score: check out your current Score components. Tap a component to get recommendations for improving your score
  • Settings: edit your email and text alerts, enable a PIN for your iPhone app, access the Support Center, or learn more about the HelloWallet terms of use and privacy policy.

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