PFW Advisors
PFW Advisors LLC
View account info, check balances, contact advisor
View account details and balances. Contact directly through the . Access transaction history and manage account settings. Send secure messages and request support.
Apps Like RZH Advisors for iPhone and iPad
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.
RZH Advisors screenshots
Ranked alternatives
Showing 1–20 of 1,000 ranked alternatives.
Choice Wealth Advisors
Choice Wealth Advisors, LLC
View account info, check balances, contact advisor
View account balances and transaction history. Send secure messages to . Access portfolio details and activity logs. Schedule consultations and receive alerts for account changes.
Firstmark Credit Union
Firstmark Credit Union
View balances and track transactions
Secure login with biometric authentication. View account balances and transaction history. Transfer funds between accounts. Pay bills and link external accounts. Deposit checks via mobile. Access electronic statements.
T. Rowe Price Personal®
T. Rowe Price
Track, decide, and invest with confidence.
The app provides a consolidated view of T. Rowe Price and linked external accounts, showing balances, performance, and net worth.
EFE
Edelman Financial Engines, LLC
Track accounts and view progress
View and track retirement goals with detailed progress updates. Access total portfolio and account details. Link external accounts to retirement goals. Review activity feeds, quarterly statements, and plan updates.
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 .
Dominion Wealth
Dominion Wealth Management, LLC
View account info, check balances, contact advisor
View account details and balances. Contact advisors directly through the . Access real-time transaction history and send secure messages for support.
LGE Mobile
LGE Community Credit Union
Deposit checks, view transactions, transfer funds, check
Make check deposits using camera. View transaction history and account balances. Transfer funds between accounts. Pay loans directly. Manage card settings with biometrics. Access statements and send messages.
Arrowhead Mobile Banking
Arrowhead Central Credit Union
View accounts, check balances, manage money
Check account balances and view statements without logging in. Link external accounts to manage finances in one place. Customize dashboard settings. Receive alerts via , text, or email. Deposit checks using device camera.
USF Credit Union Mobile
USF Federal Credit Union
View balances, transfer funds, pay bills
View account balances, transaction history, and statements. Transfer funds between accounts and external banks. Deposit checks by photo. Pay loans, credit cards, and bills through Bill Pay. Send money to contacts. Access secure, free features.
RPWA
Rise Private Wealth Advisors LLC
View account info, check balances, contact advisor
View account details and balances. Contact advisors directly through the . Send secure messages and access transaction history. Manage account settings and notifications.
Affinity Plus Mobile Banking
Affinity Plus Federal Credit Union
Track budgets, monitor net worth, add cards
Track monthly budgets across categories and monitor net worth by comparing account balances to debts. Add cards to digital wallets for secure payments. Request and activate replacement cards with digital versions available immediately.
iCapital,LLC
iCapital, LLC
View account info, check balances, contact advisor
View account balances and transaction history. Access portfolio details and performance reports. Send secure messages to your financial advisor. Request account changes or document downloads.
Vio Bank Mobile
Digital Development LLC
Check balances, view statements, make deposits
Check account balances and review recent transactions. Transfer funds between accounts. Deposit checks remotely. Access statements and tax forms electronically.
CU Hawaii Mobile for iPhone
CU Hawaii Federal Credit Union
Pay bills and view account balances
Check account balances and recent transactions. Pay bills and transfer funds. Deposit checks via photo. View statements and order checks. Locate branches or ATMs. Contact support. Securely access accounts anytime.
ENZI Wealth
ENZI WEALTH LLC
View account info, check balances, contact advisor
View account details and balances. Contact advisor directly. Access real-time account updates and transaction history. Send secure messages for support. Manage account inquiries and feedback.
Ritholtz Wealth Mobile
Ritholtz Wealth Management, LLC
View account info, check balances, contact advisor
View account details and balances in real time. Send messages to advisors for support. Access transaction history and account statements. Set up notifications for account activity.
Patelco Mobile Banking
Patelco Credit Union
Check balances, view transactions, transfer funds, pay
Check account balances and view transaction history. Transfer funds between accounts, pay bills, and deposit checks via photo. Access cash back offers, locate ATMs and branches, and contact customer support.
LOC Mobile
LOC Credit Union
Check balances and track spending
Check balances and view transaction history. Add external accounts to track all finances. Transfer funds between accounts and member accounts. Make payments and pay bills. Deposit checks via photo. Send secure messages for support.
MyMerrill
Merrill Lynch
Manage investments and banking accounts easily.
The app allows Merrill clients to manage investment accounts, deposit checks, transfer money, and access market research. Users can view brokerage and linked external accounts, access statements, and receive customizable alerts.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.