BankingThe Command Layer for the Whitfield Family Office
|Mar 22, 2026|Demo User
JW
Finance
2 banks · 6 accounts · 4 credit cards · 2 investment accounts
Plaid Connected
Total Cash & Banking$472,900
2
Banks
6
Accounts
$1,270,000
Invested
BA
3 accts$441,700
Bank of America
Capital Checking x4821$124,500
Properties Checking x7733$67,200
Premier Savings x9102$250,000
Ch
3 accts$27,000
Chase
Personal Checking x3345$18,400
Sarah's LLC Operating x5590$12,800
Sapphire Reserve-$4,200