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Frequently Asked Questions

How do I move money between my accounts?

Go to Payments, choose the source account and payee, enter an amount, and hit Send. Internal transfers settle instantly; external transfers post in 1–2 business days.

How are gains and losses calculated?

Unrealized P&L compares each position's current mark to your average entry price. Realized P&L is booked when you close a position.

Can I freeze a card instantly?

Yes. Open Cards, select the card, and choose Freeze. The card is disabled immediately for new authorizations.

How do I export my transactions?

On the Transactions page, apply any filters you like and click Export to download a CSV. Reports offers full P&L, balance sheet, and cash-flow statements.