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
Access accounts, manage transactions, transfer funds, pay
Access account information anytime and anywhere. Manage transactions and view activity logs. Transfer funds, pay bills, and deposit checks by photo. Locate nearby ATMs and contact customer support. Receive alerts and view statements on tablets.
Manage accounts with a dashboard showing available funds, savings progress, upcoming payments, and deposits. Check balances, view account details, make and edit payments, and receive personal recommendations.
Check balances, make transfers, pay bills, deposit
Check balances, transfer funds between accounts, make deposits, and pay bills. View transaction history and set up alerts. Access secure tools with encryption to protect user data.
The app allows users to manage, move, and monitor their money. It offers budgeting, rewards, mobile cheque deposit, credit score checks, and advisor access.
Manage all accounts from a single dashboard. View available funds, savings progress, upcoming payments, and deposits. Edit and make payments directly. Access personal recommendations and account information.
Track expenses and income with a money management dashboard. Access personalized financial assessments and one-on-one coaching. Manage credit and banking accounts. Redeem points for cash and prizes. Learn about student loans and financial tools.
View account details and add other bank accounts for a consolidated financial overview. Set up recurring payments, make one-time payments, and pay bills. Locate Smart ATMs and branches using current location or address search.
Manage finances with bill payments, loan management, and savings goal tracking. Deposit checks, transfer funds, and monitor account balances. Lock and unlock accounts remotely. Set up alerts for transactions and account activity.
Manage finances with card swap to update debit numbers across services. Control debit card access and set travel alerts. Use budgeting tools and link external accounts for comprehensive financial tracking.
Access accounts securely 24/7. Sign in using Touch ID or Face ID. View shared accounts and loans with one login. Check balances instantly on the login screen. Review recent transactions and manage payments. Set up alerts for account activity.
The app offers new budgeting and spending tools, allowing users to track income and progress. It also provides improved credit tools, showing credit scores and reports.