Add Bitcoin
Send BTC to the vault address, then submit the amount for credit
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Deposits are reviewed by an advisor and credited to your Crypto Vault only — your other accounts are never touched.
Income vs. Expense Overview
Real-time monetary cashflow analysis
Quick Transfer
Instant zero-fee transfer to any Apex account
Live Markets
Crypto & stock prices · refreshes every 60 seconds
Recent Transactions
Showing latest account activities
| Merchant / Title | Category | Date & Time | Account | Status | Amount |
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Card Control & Vault Accounts
Manage your virtual/physical Apex Metal cards, security limits, and global currency vaults.
Card Security & Controls
ACTIVEMulti-Currency Vaults
Transfers & Global Payments
Send wire payments, instant peer-to-peer transfers, or schedule recurring bill pay.
Initiate Wire / P2P Transfer
Zero Apex FeeWithdraw Funds
Move vault funds to your linked bank account or debit card
Scheduled & Recurring Bills
Financial Intelligence & Budgeting
Track categorical limits, monthly cashflow metrics, and automated AI savings recommendations.
Monthly Spending Targets
On Track (72% Spent)Apex AI Financial Insights
High Yield Opportunity
You have $15,000 in your low-yield checking balance. Moving this to your 4.85% APY High-Yield Savings Vault will generate +$727.50 in passive interest per year.
Instant Credit & Mortgage Simulator
Calculate customized monthly installments, competitive APR rates, and get pre-approved instantly.
Loan & Mortgage Calculator
Pre-Approved TierLoan Payment Summary
Security Center & Platform Preferences
Configure hardware 2FA keys, active session management, notification triggers, and design themes.
Account Authentication & Biometrics
Change Security PIN
Change Password
Two-Factor Authentication
Checking…Add a second layer of protection using an authenticator app (Google Authenticator, Authy, 1Password).
Active Device Sessions
Admin Console
Client lifecycle, applications, deposits, site controls, transfers and oversight logs.
Recent Activity — All Clients
| Client | Description | Vault | Date | Amount |
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Client Directory
| Client | Tier | Checking | Crypto | Net Worth | Card | Actions |
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Account Applications
| Applicant | Contact | Address | Status | Actions |
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Bitcoin Deposit Address
Site Popup
OffBitcoin Deposit Requests
| # | Client | Amount | Requested | Status | Actions |
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Admin Transfer
Both clients are emailed automatically and the transfer is recorded in the audit log.
ABA Routing Lookup
Admin Audit Log
Latest 30Visitor Log
| Time | Visitor | Page | Device | IP Address |
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Internal Mailer
Branded HTML emailsEmail Send History
| Time | Subject | Recipients | Count |
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