Skip to content

    A little perspective changes everything

    Your whole
    financial life.
    Clearly in view.

    From everyday money to your next big move. Bring your finances together and see what matters.

    Explore the suite Take a closer look
    One account. Your finances stay yours.
    THE BIG PICTURE, DOWN TO THE DETAIL01 / 04
    FDX WealthIllustrative previewJD

    YOUR HOUSEHOLD

    Your money, at a glance.

    Total net worth

    $842,500.00+$62,500 over one year
    $850k$800k$750k
    OctJanAprJulSep
    What you own
    Property$620,000
    Investments$286,000
    Cash & savings$104,000

    This month’s savings

    $2,450Income less spending
    Sample data · USD · 30 Sep 2026
    Everything in perspective.

    Your money. Your household. Your plans.

    A look inside FDX Wealth Explore the chart periods above

    01
    WealthPersonal & household finance
    02
    PortfolioInvesting & trading
    03
    LedgerBusiness accounting · Coming later
    04
    NetworkFinancial community

    Meet your financial toolkit

    Different needs.
    One familiar place.

    Life doesn’t fit in one spreadsheet. Choose the tools for your money, your investments and the people you share ideas with.

    FDX WealthIllustrative previewJD

    YOUR HOUSEHOLD

    Your money, at a glance.

    Total net worth

    $842,500.00+$62,500 over one year
    $850k$800k$750k
    OctJanAprJulSep
    What you own
    Property$620,000
    Investments$286,000
    Cash & savings$104,000

    This month’s savings

    $2,450Income less spending
    Sample data · USD · 30 Sep 2026
    Personal & householdDiscover Wealth

    Less piecing together. More seeing clearly.

    Know where you stand.
    Decide where you go.

    When the details come together, the next step is easier to see. FDX gives your financial decisions a place to start.

    Find your starting point
    01

    The full picture

    See your finances together, with a clear place for your everyday money, investments and trading.

    02

    The detail behind it

    Follow a number back to its accounts and transactions. Know what you’re looking at before you act.

    03

    You decide who sees it

    Your financial records are private by default. Choose what to share and who to share it with.

    Inside FDX Portfolio

    One product.
    Two time horizons.

    Your retirement plan and your next trade need different attention. FDX Portfolio gives each a dedicated space: portfolios for long-term investing and Desks for short-term trading.

    Portfolios01 / LONG-TERM INVESTING

    Keep the bigger
    picture in sight.

    Equities 60%Fixed income 30%Cash 10%

    Bring investment accounts together. Track performance and see how your money supports your goals.

    Explore Portfolio
    Desks02 / ACTIVE TRADING

    Give every decision
    a second look.

    PlanTradeReview

    Follow positions, keep risk in view and review the decisions behind your results.

    Explore trading in Portfolio

    Your next chapter

    A clearer view starts here.

    One subscription for your financial life. Find the suite tier with room for your plans.

    Find your fit