Whelan Financial app icon

Apps Like Whelan Financial for iPhone and iPad

View portfolio balances and statements anytime

View portfolio balances and performance metrics. Access quarterly statements and other account documents. Retrieve transaction history and investment details. Set up account alerts and notifications. Submit support requests directly through the .

by Whelan Financial, Inc.★ 5.02 ratingsFinanceFreeData updated 2026-09-21

Whelan Financial screenshots

Ranked alternatives

Showing 81–100 of 1,000 ranked alternatives.

  1. STAR Bank Mobile app icon

    STAR Bank Mobile

    Star Financial Bank

    Check balances, transfer funds, view transactions

    Check balances and view transaction history in real time. Track pending transactions and manage fund transfers with creation, approval, cancellation, or viewing options. Send and receive secure messages. Access branch hours and locations.

    ★ 4.811,940 ratingsFinanceFreeData updated 2026-09-09
  2. Atlantic Mobile Banking app icon

    Atlantic Mobile Banking

    Atlantic Regional Federal Credit Union

    Check balances, view history, transfer funds, pay

    Check account balances and view transaction history. Transfer funds between accounts, pay loans, and manage recurring payments. Set up alerts and access account details securely.

    ★ 4.86,965 ratingsFinanceFreeData updated 2026-09-08
  3. OneAmerica Retirement app icon

    OneAmerica Retirement

    American United Life Insurance Co Inc

    Manage accounts and access financial resources

    Manage accounts with transaction history and activity tracking. Access financial wellness resources and tools. View balances and transaction details. Switch between English and Spanish language settings. Set up and manage account alerts.

    ★ 4.79,272 ratingsFinanceFreeData updated 2026-09-06
  1. A+ Mobile app icon

    A+ Mobile

    A Plus Federal Credit Union

    Check balances, transfer funds, view history

    Check account balances, transfer money, and view transaction history. Pay bills and deposit checks by photo. Find branch locations and access secure financial services.

    ★ 4.78,291 ratingsFinanceFreeData updated 2026-09-08
  2. West Bank Mobile Banking app icon

    West Bank Mobile Banking

    West Bank

    Manage finances anywhere, anytime, easily.

    The app allows users to manage finances remotely. Users can view account balances, transaction history, transfer funds, customize alerts, manage debit cards, deposit checks, pay bills, and view statements.

    ★ 4.81,632 ratingsFinanceFreeData updated 2026-11-14
  3. BRG Wealth app icon

    BRG Wealth

    Bay Rivers Group inc

    View accounts, track performance, manage holdings

    Access account balances, performance data, and holdings. View quarterly performance statements and custodial documents in one place. Upload files for storage. Contact support directly within the .

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-15
  4. HealthEquity Mobile app icon

    HealthEquity Mobile

    HealthEquity Inc.

    Access accounts and view balances

    Access account balances and transaction history remotely. Sign up or activate an account directly. Upload photos, images, or PDFs from device storage to submit claims. Initiate payments and reimbursements through the .

    ★ 4.314,710 ratingsFinanceFreeData updated 2026-11-14
  5. Mazuma Mobile app icon

    Mazuma Mobile

    Mazuma Credit Union

    View accounts, deposit checks, pay bills, track

    View account balances and transaction history. Snap a picture of checks to deposit remotely. Pay bills and manage cash back offers. Transfer funds and access online statements. Contact support securely. Locate nearby ATMs and branches.

    ★ 4.85,559 ratingsFinanceFreeData updated 2026-09-08
  6. Willow Financial app icon

    Willow Financial

    Willow Financial LLC

    View portfolio, upload files, communicate with advisor

    View investment portfolios and account balances. Upload documents for review. Communicate with advisors via messaging. Access account statements and transaction history. Request portfolio adjustments and file tax documents securely.

    ★ 5.03 ratingsFinanceFreeData updated 2026-09-06
  7. Belco Money Manager app icon

    Belco Money Manager

    Belco Community Credit Union

    Access accounts, view balances, manage loans

    Access account information, make deposits, and manage loans anytime. View transaction history and set up alerts. Initiate transfers and pay bills remotely. Check account balances and monitor spending. Receive notifications for account activity.

    ★ 4.97,724 ratingsFinanceFreeData updated 2026-09-09
  8. Dort Financial Mobile Banking app icon

    Dort Financial Mobile Banking

    Dort Financial Credit Union

    Manage finances on the go easily.

    The app allows users to check balances, view transaction history, transfer funds, and pay bills. Users can also find ATMs and offices, and activate cash back offers.

    ★ 4.89,572 ratingsFinanceFreeData updated 2026-09-22
  9. Southwest Financial app icon

    Southwest Financial

    Southwest Financial Federal Credit Union

    Pay bills, send money, track accounts

    View account balances and transaction history. Pay bills or friends, transfer funds between accounts. Turn debit card on/off remotely. Deposit checks via mobile. Locate branches or ATMs. Set up shared account access. Monitor pending transactions.

    ★ 4.9987 ratingsFinanceFreeData updated 2026-09-13
  10. Banner Bank Mobile Banking App app icon

    Banner Bank Mobile Banking App

    Banner Bank

    Manage accounts, view statements, transfer funds, pay

    Manage debit card transactions, check account balances, and view electronic statements. Access notices, taxes, and deposit checks via photo. Transfer funds, pay bills, and create custom budgets.

    ★ 4.711,458 ratingsFinanceFreeData updated 2026-09-10
  11. InTouch CU Mobile app icon

    InTouch CU Mobile

    InTouch Credit Union

    View balances and transactions

    View account balances and transaction history. Transfer funds between internal and external accounts. Pay bills and send money to trusted contacts. Set balance and transaction alerts.

    ★ 4.92,329 ratingsFinanceFreeData updated 2026-09-08
  12. CRCU Mobile Banking app icon

    CRCU Mobile Banking

    Community Resource Credit Union

    Check balances, pay bills, transfer money, send

    Check account balances, pay bills, transfer funds, and send messages. Access real-time transaction history and set up secure alerts for account activity.

    ★ 4.87,282 ratingsFinanceFreeData updated 2026-09-08
  13. Baird Online app icon

    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.

    ★ 4.81,219 ratingsFinanceFreeData updated 2026-09-08
  14. MyDCCU Mobile app icon

    MyDCCU Mobile

    DuPont Community Credit Union

    Check balances and view transactions

    Check account balances and view transaction details. Make transfers and apply for loans. Pay bills and manage debit or credit card controls. Pay loans and make deposits. Set travel alerts and locate branches or ATMs.

    ★ 4.917,906 ratingsFinanceFreeData updated 2026-09-10
  15. Patriot Federal Credit Union app icon

    Patriot Federal Credit Union

    Patriot Federal Credit Union

    Check balances and view transactions

    Check balances and view transaction history. Transfer funds between accounts. Pay loans and manage debit or cards. Deposit checks by photo. Open an account or apply for a loan. Use bill pay and send secure messages for support.

    ★ 4.86,876 ratingsFinanceFreeData updated 2026-09-08
  16. Meritrust Mobile app icon

    Meritrust Mobile

    Meritrust Credit Union

    Manage accounts, view balances, pay bills

    View account balances and transaction history. Pay bills and transfer funds between accounts. Deposit checks by photo. Locate nearby branches or ATMs. Set up alerts for account activity.

    ★ 4.66,523 ratingsFinanceFreeData updated 2026-09-06
  17. Credit Union West app icon

    Credit Union West

    Credit Union West

    Check balances, view transactions, make transfers, deposit

    Check account balances and view transaction history. Make transfers between accounts. Deposit checks via photo. Pay bills directly. Locate nearby branches and ATMs. Receive account alerts and manage security settings.

    ★ 4.914,254 ratingsFinanceFreeData updated 2026-09-08

How we rank alternatives

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