Apps Like West Financial Services, Inc. for iPhone and iPad
View data and manage budgets
View data through an interactive dashboard. Generate dynamic reports with current investment details. Store and share documents securely with a vault. Access budgeting tools and additional features.
by West Financial Services, Inc.★ 5.02 ratingsFinanceFreeData updated 2026-09-19
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.
The app provides fast money movement, including Zelle® transfers and bill payments. It offers a total account view of Golden 1 accounts, loans, and cards, with budgeting tools and credit score monitoring.
View financial dashboard for comprehensive overview. Access interactive portfolio reports with real-time investment data. Securely view documents from team. Use budgeting tools to manage expenses.
