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Your Zoe Dashboard

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Written by Sarah Miller

Your Zoe dashboard gives you a simple, organized view of your financial life. It’s designed to help you stay informed and in control—anytime, anywhere. With your dashboard, you can:

  • Track account balances, holdings, and performance in real time

  • View transaction history, including deposits and withdrawals

  • Link external accounts for a complete financial picture

  • View accounts of Household Members

  • Access account statements and performance reports

  • Create or edit recurring transactions

  • Review or update account information

  • Get help directly from Zoe’s support team

Everything you need—one simple dashboard.

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