Apps Like Stifel Wealth Tracker for iPhone and iPad
Stifel Wealth Tracker screenshots
Ranked alternatives
Showing 1–20 of 1,000 ranked alternatives.
Bank of America Mobile Banking
Bank of America
View balances, track activity, manage alerts
View account balances and review transaction history. Activate or replace credit and debit cards. Set alerts for account activity. Transfer funds between accounts and pay bills securely. Send and receive money via Zelle using a U.S.
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.
Northwestern Mutual
THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY INC
View accounts, track performance, pay premiums
View investment account performance and transactions. Review insurance policy details. Make premium payments for life, disability, and long-term care plans. Set up autopay to ensure timely payments. Access contact information for financial advisors.
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.
Baird Online
Robert W. Baird & Co.
Track portfolio value and asset allocation
View portfolio details including value changes and asset allocation. Log in securely using fingerprint or facial recognition. Check net worth with a comprehensive financial overview. Review and exchange key documents such as statements and tax forms.
USALLIANCE FCU
USAlliance Federal Credit Union
Check balances, view history, pay bills, deposit
Check account balances and view transaction history. Pay bills and deposit checks by photo. Access free monthly credit score. Manage loans and credit cards. Receive account alerts and security features.
LPL Account View
LPL FINANCIAL CORPORATION
Access accounts, track trends, manage goals
Monitor accounts by tracking total portfolio value and viewing performance over different timeframes. Check balances, transaction history, and investment details. Set up alerts for activity and portfolio changes.
NET Credit Union
NET Federal Credit Union
Access accounts and manage balances
Access your financial accounts securely with real-time balance checks and transaction reviews. Deposit checks, transfer funds, and manage alerts. Pay bills and locate ATMs. Use biometric login for secure access.
IDFC FIRST Bank: MobileBanking
IDFC FIRST BANK LTD
Swipe to manage accounts and cards
View account balances and manage credit card and debit card details with one swipe. Make secure payments and UPI transfers. Pay bills and send money instantly.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.