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Finance · 29 screens · Invest well. Live a little.

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Educational onboarding screen for consolidating retirement accounts, explaining
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Plan information screen in a financial/retirement app showing a Forms tab with a
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Retirement account withdrawals and rollovers screen showing vested account balan
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Loans overview screen showing the user’s available amount to borrow and loan max
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Brokerage account screen showing an informational banner instructing users to lo
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Investment lineup screen listing available mutual funds and brokerage sweep opti
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Investment portfolio overview screen showing “My Investments” with tabs for Curr
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Slide-out navigation menu for a finance/investment app providing quick access to
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Document upload screen for submitting supporting documentation like photos or sc
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Bank account management screen for a retirement/finance app that lets users link
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Investment or retirement account “Statements & documents” screen showing on-dema
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Mobile banking “Statements & documents” screen showing a searchable, filterable
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Retirement account detail menu showing options to view balance and rate of retur
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Investment account transaction history screen showing a searchable list of trans
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Investment account performance screen showing rate of return with annualized and
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Retirement plan setup screen for selecting standard paycheck contributions, lett
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My contributions screen for managing retirement/paycheck contribution groups, sh
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Investment account balance over time analytics screen showing beginning vs endin
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Retirement/investment account balance dashboard showing total balance with a tog
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Retirement investment account overview dashboard showing projected retirement st
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Form screen to add a beneficiary for an account or policy, letting users choose
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Form screen for adding a beneficiary to an account or insurance policy, letting
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Beneficiaries management screen showing the Primary section with an empty state
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Notification alert screen in a retirement or financial app warning that benefici
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Screen prompting the user to confirm their contact information (email and mobile
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Two-step authentication screen prompting the user to choose how to receive a ver
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Two-step authentication screen prompting the user to choose how to receive a ver
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Dark-themed login screen with brand logo, username and password input fields wit
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App splash/loading screen featuring centered brand logo on a dark background, sh
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