NovaBank – Client Area

Account snapshot

Combined view of checking, savings, card balances and your investment portfolio.

Total balance All accounts • الكل

$842,315.90

+$18,450.00 this month Checking, savings, credit & investments combined

Premier Checking Main operating account

$128,540.22

Ending • 4829 High activity • 42 tx this week

High-yield Savings احتياطي التوفير

$613,775.68

Goal • $750,000 On track • 82% funded

Spending

Focused daily view • last 7 banking days.

Card purchases • $32,640

Transfers & bills • $21,980

Monthly budget used • 92%

Upcoming & paid bills

الفواتير المدفوعة والآتية • Bills in this cycle.

◻

Mortgage • Hillcrest Villa (فيلا هيلكريست) Paid 15 Nov • From Premier Checking

$9,850.00 Paid • مدفوعة
◻

Auto lease • Skyline Motors (تأجير سيارة) Paid 10 Nov • Auto-pay

$1,480.00 Paid • مدفوعة
◻

Utilities • شركة الكهرباء Due in 2 days • Ending 4829

$620.40 Due soon

Accounts

High-value balances عبر كل الحسابات.

Account	Type	Available	Actions
Premier Checking •••• 4829	Checking	$128,540.22	Transfer
High-yield Savings •••• 9021	Savings	$613,775.68	Move to goals
Signature Rewards Card •••• 3304	Credit	-$18,350.00	Make payment

Recent transactions

Around 30 business-style in-and-out movements.

Portfolio & holdings

Concentrated ETF and large-cap tech exposure.

Invested $250,000 P&L +$70,000 (+28.0%)

VOO • S&P 500 ETF 40% • $100,000
NVDA • Nvidia 24% • $60,000
MSFT • Microsoft 16% • $40,000
AAPL • Apple 12% • $30,000
TSLA • Tesla 8% • $20,000

Live prices (market-style feed, updates every few seconds):

Asset	Weight	Invested	Market value	P&L	Today

Mini investments & satellites:

Short-term T-bills

Laddered 3- and 6-month maturities.
Private credit notes

Secured lending to mid-market borrowers.
Early-stage fund

Small allocation to growth-oriented ventures.

Notifications

Recent alerts • activity, security and insights.

Mortgage payment of $9,850.00 processed. Today • From Premier Checking • فيلا هيلكريست
Bill paid
Utilities bill of $620.40 due in 2 days. Today • شركة الكهرباء
Reminder
Credit card payment of $7,500.00 completed. Yesterday • Signature Rewards Card
Payment
High-yield Savings increased by $5,000.00. 20 Nov • Internal transfer
Savings
Unusual login attempt blocked. 7 Nov • Security center • تم إيقاف المحاولة
Security
Credit utilisation above 60% on rewards card. 5 Nov • Balance • $18,350.00
Insight
Travel notice active for Dubai and Riyadh. 3 Nov • Card protection مفعّل
Travel
Budget for Dining almost reached (88%). 2 Nov • High restaurant spend
Budget

Send money & business transfers

Create a new outgoing instruction directly from your dashboard.

Rewards, cash-back & relationship

How your overall relationship with NovaBank looks today.

• Rewards points: 184,200 (≈ $1,842 travel value)

• Monthly cash-back so far: $640.32

• Tip: Paying an extra $1,000 toward your card balance this month could save about $220 in interest over the next year.

نصيحة سريعة: حافظ على استخدام بطاقة الائتمان أقل من 30٪ من الحد الائتماني لتحسين التصنيف الائتماني على المدى الطويل.

Total relationship balance

$1.09M

Across deposits, credit and investments.

12-month turnover

$8.4M

Inward and outward flows across accounts.

Credit utilisation

26%

Within recommended band for rating strength.