CJM Wealth Adv. app icon

Apps Like CJM Wealth Adv. for iPhone and iPad

View account info, check balances, contact advisor

View account details and balances in real time. Contact your financial advisor directly through the . Send secure messages and request assistance for account-related queries.

by CJM Wealth Advisers, Ltd.★ 5.02 ratingsFinanceFreeData updated 2026-09-11

CJM Wealth Adv. screenshots

Ranked alternatives

Showing 21–40 of 1,000 ranked alternatives.

  1. UBS Wealth Management app icon

    UBS Wealth Management

    UBS AG

    Manage accounts, track spending, set budgets

    Manage accounts and cash with real-time updates. Set budgets and track spending using detailed financial tools. Monitor UBS-administered equity awards once enabled by your company's plan administration team.

    ★ 4.864,633 ratingsFinanceFreeData updated 2026-09-09
  2. Barksdale Federal Credit Union app icon

    Barksdale Federal Credit Union

    Barksdale Federal Credit Union

    Check balances, view transactions, transfer funds

    Check account balances, view recent transactions, and transfer money between accounts. Find nearby branches and ATMs. Manage and pay bills through Bill Payer. Make deposits by photo. Contact customer support for assistance.

    ★ 4.814,902 ratingsFinanceFreeData updated 2026-09-08
  3. A+ Mobile app icon

    A+ Mobile

    A Plus Federal Credit Union

    Check balances, transfer funds, view history

    Check account balances, transfer money, and view transaction history. Pay bills and deposit checks by photo. Find branch locations and access secure financial services.

    ★ 4.78,291 ratingsFinanceFreeData updated 2026-09-08
  1. iA Private Wealth app icon

    iA Private Wealth

    Industrial Alliance Insurance and Financial Services Inc.

    Monitor portfolio, chat with advisor

    Monitor investment portfolios with real-time account updates. Access downloadable tax documents and advisor contact details. Use optional biometric authentication for secure logins. Track progress and stay connected with financial advisors.

    ★ 4.823 ratingsFinanceFreeData updated 2026-09-06
  2. RZH Advisors app icon

    RZH Advisors

    Relyea Zuckerberg Hanson LLC

    View account info, check balances, contact advisor

    View account balances and transaction details. Contact directly. Add external accounts to track net worth. Access Fidelity custodial statements in a secure document vault.

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-13
  3. Patriot Federal Credit Union app icon

    Patriot Federal Credit Union

    Patriot Federal Credit Union

    Check balances and view transactions

    Check balances and view transaction history. Transfer funds between accounts. Pay loans and manage debit or cards. Deposit checks by photo. Open an account or apply for a loan. Use bill pay and send secure messages for support.

    ★ 4.86,876 ratingsFinanceFreeData updated 2026-09-08
  4. STAR Bank Mobile app icon

    STAR Bank Mobile

    Star Financial Bank

    Check balances, transfer funds, view transactions

    Check balances and view transaction history in real time. Track pending transactions and manage fund transfers with creation, approval, cancellation, or viewing options. Send and receive secure messages. Access branch hours and locations.

    ★ 4.811,940 ratingsFinanceFreeData updated 2026-09-09
  5. CRCU Mobile Banking app icon

    CRCU Mobile Banking

    Community Resource Credit Union

    Check balances, pay bills, transfer money, send

    Check account balances, pay bills, transfer funds, and send messages. Access real-time transaction history and set up secure alerts for account activity.

    ★ 4.87,282 ratingsFinanceFreeData updated 2026-09-08
  6. Precision Wealth Strategies app icon

    Precision Wealth Strategies

    Precision Wealth Strategies, LLC

    View account balances and contact your team

    View account balances and performance metrics. Contact the Team directly. Access transaction history and send messages for support.

    ★ 5.04 ratingsFinanceFreeData updated 2026-09-18
  7. Monterra Credit Union app icon

    Monterra Credit Union

    Monterra Credit Union

    Check balances and transfer funds

    Check balances, transfer funds, deposit checks via photo, pay bills or contacts, locate branches or ATMs, send secure messages, and view transaction history. Set up alerts and manage account settings remotely.

    ★ 4.917,608 ratingsFinanceFreeData updated 2026-09-08
  8. Mid Oregon Credit Union app icon

    Mid Oregon Credit Union

    Mid Oregon Federal Credit Union

    Check balances, transfer funds, pay bills, deposit

    Check account balances and view transaction history. Transfer funds between accounts. Turn debit card on or off. Deposit checks via photo. Pay bills directly. Locate nearby ATMs or branches. Contact customer service. View account activity details.

    ★ 4.87,002 ratingsFinanceFreeData updated 2026-09-14
  9. CommunityAmerica Digital app icon

    CommunityAmerica Digital

    CommunityAmerica Credit Union

    Set up transfers and view balances

    Manage accounts by creating new ones, setting up transfers between accounts or to other members, and adding external accounts. View balances, transactions, and check images. Send secure messages to for account details.

    ★ 4.79,637 ratingsFinanceFreeData updated 2026-09-11
  10. Guardian Credit Union Alabama app icon

    Guardian Credit Union Alabama

    Guardian Credit Union

    View balances and track transactions

    View account balances and transaction history. Make loan payments and send money to other GCU members. Link external accounts for consolidated management. Access additional features through the .

    ★ 4.99,911 ratingsFinanceFreeData updated 2026-09-11
  11. MyDCCU Mobile app icon

    MyDCCU Mobile

    DuPont Community Credit Union

    Check balances and view transactions

    Check account balances and view transaction details. Make transfers and apply for loans. Pay bills and manage debit or credit card controls. Pay loans and make deposits. Set travel alerts and locate branches or ATMs.

    ★ 4.917,906 ratingsFinanceFreeData updated 2026-09-10
  12. Atlantic Mobile Banking app icon

    Atlantic Mobile Banking

    Atlantic Regional Federal Credit Union

    Check balances, view history, transfer funds, pay

    Check account balances and view transaction history. Transfer funds between accounts, pay loans, and manage recurring payments. Set up alerts and access account details securely.

    ★ 4.86,965 ratingsFinanceFreeData updated 2026-09-08
  13. NorState Now app icon

    NorState Now

    NorState Federal Credit Union

    Check balances and view transactions

    Check balances and view transaction history. Transfer funds between accounts. Pay loans directly from the . Send secure messages for support. Access account details and manage financial activities remotely.

    ★ 4.8930 ratingsFinanceFreeData updated 2026-09-08
  14. Service CU Mobile Banking app icon

    Service CU Mobile Banking

    Service Credit Union

    Check balances and transfer funds

    Check balances, transfer funds, and pay bills. Deposit checks remotely and add bill payees. View account details and locate ATMs and branches. Set alerts and manage transactions securely.

    ★ 4.813,393 ratingsFinanceFreeData updated 2026-09-08
  15. ANBTX Mobile Banking app icon

    ANBTX Mobile Banking

    The American National Bank of Texas

    View balances, track transactions, send payments

    View account balances and transaction history. Check account alerts. Initiate transfers between accounts. Pay bills directly. Access secure features for existing customers.

    ★ 4.810,510 ratingsFinanceFreeData updated 2026-09-09
  16. CTBI Mobile app icon

    CTBI Mobile

    Community Trust Bank, Inc.

    Check balances, make transfers, pay bills

    Check account balances and review recent transactions by date, amount, or check number. Transfer funds between accounts. Pay bills with one-time payments.

    ★ 4.913,264 ratingsFinanceFreeData updated 2026-09-08
  17. Community South Credit Union app icon

    Community South Credit Union

    Community South Credit Union

    Check balances, view history, transfer funds, message

    Check balances and view transaction history. Transfer funds between accounts. Send secure messages for support. Access account details and manage financial activities remotely.

    ★ 4.6611 ratingsFinanceFreeData updated 2026-09-08

How we rank alternatives

Apps are ranked by functional similarity, category fit, rating confidence, and popularity.