Apps Like Seven Post Custodian Access for iPhone and iPad
Seven Post Custodian Access screenshots
Ranked alternatives
Showing 1–20 of 1,000 ranked alternatives.
TIAA
Teachers Insurance and Annuity Association America
Track accounts and manage investments
Manage retirement and brokerage accounts with secure access to account activity, contributions, and asset allocation. Transfer funds between retirement plan accounts and fund new brokerage accounts. Log in using password, Touch ID, or Face ID.
Edward Jones
Edward D. Jones & Co., L.P.
View accounts and track performance
View account holdings, performance, and activity. Connect external accounts to see balances. Track progress toward financial goals. Message and share documents with the team. Deposit checks and transfer funds. View and sign account-related documents.
Wells Fargo Mobile®
Wells Fargo Bank
Manage accounts, view balances, track transactions
Access cash, credit, and investment accounts with biometric authentication. Review transaction history and balances. Manage credit card transactions, rewards, and card settings.
U.S. Bank Mobile Banking
U.S. Bancorp
Manage accounts, send money, track balances
Check balances, transfer funds, and pay bills directly. View accounts and credit scores in one place. Set travel alerts, lock or unlock cards, and receive notifications for suspicious activity or low balances.
Equitable Mobile App
Equitable Financial Services, LLC
Manage accounts, view history, access documents
Access accounts using FaceID or TouchID. View all accounts in one place. Access up to seven years of documents. Review balances and activity. Adjust investment options. Update personal information. Schedule transactions.
Merrill Edge
Merrill Lynch
Manage accounts and investments conveniently anytime.
The app allows users to manage their accounts and investments, view market data, deposit checks, transfer money, and pay bills. It also provides educational resources for investing and planning for life events.
Uphold: Trade crypto & stocks
Uphold HQ Inc.
Buy and sell cryptocurrencies and precious metals
Buy and sell cryptocurrencies, national currencies, and precious metals. Track real-time asset values and fund availability. Access exclusive tokens and early crypto opportunities. Execute trades with low fees and liquidity from multiple exchanges.
CoinStats: Crypto Portfolio
COINSTATSAPP LLC
Track , DeFi, and NFT assets
Track cryptocurrency, DeFi, and NFT assets in one place. View real-time prices, market data, and performance. Add custom coins, set price alerts, and analyze historical trends. Export data and monitor transactions across multiple wallets.
RPOA NetX™
MMWKM ADVISORS, LLC
Access accounts, view balances, track orders
View account balances, holdings, and activity in real time. Access trade confirmations, tax statements, and account statements. Place orders and check order status. Receive secure alerts and manage account settings remotely.
My Stocks Portfolio & Market
Peeksoft LLC
Track , funds, and currencies in real
Track stock portfolios with performance metrics including realized and unrealized gains, daily and total changes, and annualized gains. View pie charts for allocation. Manage multiple portfolios across different stock markets.
CoinTracking
CoinTracking GmbH
Track crypto trades and generate tax reports
Import crypto trades from 110+ exchanges and wallets. Track portfolio value and unrealized gains. Generate tax reports and export data. Set up tax calculations and manage multiple crypto assets.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.