Fidelity PlanViewer app icon

Apps Like Fidelity PlanViewer for iPhone and iPad

Track savings, check plan value, monitor performance

Manage retirement savings by tracking plan value and performance. Monitor contributions, update personal details, and adjust investments. Access planning tools, expert insights, and news related to retirement planning.

by Financial Administration Services Limited★ 4.490 ratingsFinanceFreeData updated 2026-09-20

Fidelity PlanViewer screenshots

Ranked alternatives

Showing 1–20 of 1,000 ranked alternatives.

  1. NetBenefits app icon

    NetBenefits

    Fidelity Investments

    View retirement savings and benefits

    View retirement savings, investments, and account performance. Check balances and recent contributions. Manage HSA expenses and investments. Monitor 529 plans and brokerage accounts. Access health insurance details and coverage information.

    ★ 4.629,210 ratingsFinanceFreeData updated 2026-11-11
  2. Fidelity Investments app icon

    Fidelity Investments

    Fidelity Investments

    Invest in stocks and track your portfolio

    Track stock prices and set price alerts for timely updates. Trade stocks, ETFs, and mutual funds with research tools. Manage cryptocurrencies like bitcoin and ethereum through Crypto®. Schedule transfers, automate , and pay bills directly.

    ★ 4.83,390,443 ratingsFinanceFreeData updated 2026-11-11
  3. Fidelity Health® app icon

    Fidelity Health®

    Fidelity Investments

    Manage health plans and track expenses

    View health plan coverage details and benefits. Track expenses and manage accounts. Access provider directories and prescription information. Submit claims and view payment history. Set up and manage health savings account contributions.

    ★ 4.926,515 ratingsFinanceFreeData updated 2026-09-24
  1. Voya app icon

    Voya

    Voya Services Company

    Manage accounts, view balances, and track expenses

    View and manage retirement, health savings, and investment accounts alongside checking, savings, and credit cards. Track transactions, set budgets, and receive alerts. Access account statements and transfer funds securely.

    ★ 4.7189,193 ratingsFinanceFreeData updated 2026-09-08
  2. AFmobile® app icon

    AFmobile®

    American Fidelity Assurance Company

    Track claims and view policy details

    Access reimbursement accounts, insurance benefits, and annuities. File and track claims, view policy coverage, and access electronic EOBs. Check account balance, view recent transactions, and store receipt images.

    ★ 4.883,315 ratingsFinanceFreeData updated 2026-09-08
  3. Fidelity Mobile Banking app icon

    Fidelity Mobile Banking

    FIDELITY DEPOSIT & DISCOUNT BANK, THE:

    Check balances, view transactions, transfer funds, pay

    Check account balances and view recent transactions. Transfer funds, pay bills, and locate branches. Deposit checks via photo. Securely manage finances from an iPhone.

    ★ 4.81,023 ratingsFinanceFreeData updated 2026-09-09
  4. Fidelity Bank Right By You app icon

    Fidelity Bank Right By You

    The Fidelity Bank

    Access accounts anywhere at any time.

    The app allows users to manage accounts, monitor activity, and make deposits. Users can also transfer funds, pay bills, and send money to others.

    ★ 4.85,740 ratingsFinanceFreeData updated 2026-10-22
  5. Milliman Mobile Benefits app icon

    Milliman Mobile Benefits

    Milliman, Inc.

    Access retirement plan information on the go.

    The app provides a secure way to access retirement plan information. Users can view account details, contributions, investments, and rates of return from their mobile device.

    ★ 4.76,696 ratingsFinanceFreeData updated 2026-09-27
  6. Fidelity Youth® app icon

    Fidelity Youth®

    Fidelity Investments

    Save money, track spending, set goals

    Track spending, set savings goals, and automate transfers. Monitor investment portfolios and view transaction history. Parents can send funds and review trades and account activity.

    ★ 4.77,433 ratingsFinanceFreeData updated 2026-09-06
  7. Fidelity Bank Mobile App app icon

    Fidelity Bank Mobile App

    Fidelity Bank N.A.

    Monitor accounts, review transactions, deposit checks, pay

    Monitor accounts, review transactions, and check balances. Deposit checks via photo, pay bills, and make transfers. Find nearby branches. Send and receive money using Zelle®. Access with passcode, touch ID, or face ID.

    ★ 4.62,671 ratingsFinanceFreeData updated 2026-09-08
  8. Fidelity Bank - MA app icon

    Fidelity Bank - MA

    Fidelity Co-operative Bank

    Access accounts, set alerts, make payments, transfer

    Access accounts and manage banking services remotely. Set balance alerts, make payments, transfer funds between accounts, deposit checks via photo, reorder or disable debit cards, view and save statements, and locate branches.

    ★ 4.5684 ratingsFinanceFreeData updated 2026-09-06
  9. MissionSquare Retirement app icon

    MissionSquare Retirement

    ICMA Retirement Corporation

    Manage accounts and investments conveniently from anywhere.

    The app provides access to account information including balances, activity, and contribution totals. Users can manage investments, set savings goals, and receive a retirement readiness score.

    ★ 3.51,161 ratingsFinanceFreeData updated 2026-11-09
  10. ASC Trust app icon

    ASC Trust

    ASC Trust, LLC

    Check retirement balance

    Review and manage employer-sponsored retirement plan details. Check retirement balance, view investments and contributions. Communicate via in- messages.

    ★ 4.714 ratingsFinanceFreeData updated 2026-09-21
  11. Compounder app icon

    Compounder

    James Bevins

    Calculate interest, track growth, plan goals

    Calculate compound interest to track savings, investments, or retirement growth. Input initial amount, monthly contributions, and annual rate. View projected balances over time. Adjust variables to explore different scenarios.

    ★ 4.84,211 ratingsFinanceFreeData updated 2026-09-15
  12. Acorns: Save & Invest Money app icon

    Acorns: Save & Invest Money

    Acorns Grow Incorporated

    Save, , and track money

    Save and money automatically. Set up recurring transfers and track spending habits. View investment portfolios and performance. Receive financial education resources and set savings goals. Lock accounts and manage security settings remotely.

    ★ 4.7960,607 ratingsFinanceFreeData updated 2026-11-11
  13. TIAA app icon

    TIAA

    Teachers Insurance and Annuity Association America

    Track accounts and manage investments

    Manage retirement and brokerage accounts with secure access to account activity, contributions, and asset allocation. Transfer funds between retirement plan accounts and fund new brokerage accounts. Log in using password, Touch ID, or Face ID.

    ★ 4.68,297 ratingsFinanceFreeData updated 2026-09-08
  14. HSA Bank app icon

    HSA Bank

    Webster Financial Corporation

    Manage accounts, track transactions, update contributions, request

    Manage health and benefit accounts with secure access. View balances and transaction history. Make and update contributions. Request reimbursements and file claims. Manage HSA investments.

    ★ 4.11,220 ratingsFinanceFreeData updated 2026-09-06

How we rank alternatives

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