UIG Elevate Checking
Primary operating account with realtime transaction streaming and dynamic spend controls.
- Balance: $72,430.90
- Interest: 1.20% APY
- Alerts: Daily cash flow digest
Accounts overview
Review balances, set alerts, and manage overdraft preferences. Each account includes downloadable statements, linked beneficiaries, and dispute tools.
Reserve Savings
Automated sweep rules maintain optimal liquidity with configurable guardrails.
- Balance: $45,220.10
- Interest: 3.50% APY
- Goal: Innovation runway
UIG Rewards Platinum
Business credit with 5x points on R&D, cloud services, and travel.
- Limit: $75,000
- Available: $26,080
- Payment due: Mar 12, 2024
USD Custody Wallet
Segregated client funds for digital asset operations with instant settlement.
- Balance: $28,300.50
- Supports USDC, USDT, Fiat
- Audit-ready transaction feed
Spending insights
Identify trends, track burn, and optimize treasury strategies.
Monthly summary
- Revenue inflows: $182,300
- Operating expenses: $128,400
- Net runway impact: +3 months
Alerts & notifications
- Upcoming wire to Aurora Labs — $18,000
- Credit utilization reached 65%
- New crypto settlement awaiting approval
Linked beneficiaries & controllers
Keep your operations compliant with transparent ownership and access policies.
| Name | Role | Access | Last activity | Status |
|---|---|---|---|---|
| Jane Smith | COO | Full controller | Feb 18, 2024 — Approved funding transfer | Active |
| Alex Rivera | Finance Manager | Payments + Reporting | Feb 17, 2024 — Exported statements | Active |
| Bob Johnson | Advisor | Read only | Feb 02, 2024 — Access review pending | Suspended |