PlanMember app icon

Apps Like PlanMember for iPhone and iPad

by PlanMember Financial Corp★ 3.233 ratingsFinanceFreeData updated 2026-09-21

PlanMember screenshots

Ranked alternatives

Showing 1–20 of 1,000 ranked alternatives.

  1. 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.

    ★ 4.83,368,586 ratingsFinanceFreeData updated 2026-10-26
  2. Uphold: Trade crypto & stocks app icon

    Uphold: Trade crypto & stocks

    Uphold HQ Inc.

    Buy and sell cryptocurrencies and precious metals

    Buy and sell cryptocurrencies, national currencies, and precious metals. Track real-time asset values and fund availability. Access exclusive tokens and early crypto opportunities. Execute trades with low fees and liquidity from multiple exchanges.

    ★ 4.790,338 ratingsFinanceFreeData updated 2026-09-11
  1. Vanguard: Save, Invest, Retire app icon

    Vanguard: Save, Invest, Retire

    The Vanguard Group, Inc.

    Invest, track, and manage your portfolio

    Access account balances and total assets. Review investment performance and transaction history. View portfolio details and asset allocation. Manage investments by buying or selling funds. Set up recurring contributions and adjust portfolio settings.

    ★ 4.6177,564 ratingsFinanceFreeData updated 2026-10-26
  2. E*TRADE: Invest. Trade. Save. app icon

    E*TRADE: Invest. Trade. Save.

    ETRADE FINANCIAL

    Invest, trade, and manage your portfolio

    Invest in stocks, ETFs, and options with no commissions. Trade mutual funds and select from curated portfolios. Access real-time quotes, charts, and research. Manage accounts, transfer funds, and view transaction history.

    ★ 4.7380,777 ratingsFinanceFreeData updated 2026-09-08
  3. Public: Invest & Trade app icon

    Public: Invest & Trade

    Open to the Public Investing, Inc.

    Transfer portfolio and earn 1% match

    Transfer assets from brokerage, IRA, or 401(k) accounts to build a diversified portfolio. Earn 1% uncapped match on portfolio transfers. in stocks, options, bonds, and crypto. Contribute to IRA and earn 1% match on annual contributions.

    ★ 4.784,964 ratingsFinanceFreeData updated 2026-09-12
  4. Autopilot - Investment App app icon

    Autopilot - Investment App

    Iris Social Stock App Inc.

    Copy trades in real-time

    Automate investments by copying selected traders in real-time. Connect existing portfolios to replicate trades. Access a trader directory to choose and follow specific accounts. Track performance and manage copied trades within the portfolio.

    ★ 4.613,676 ratingsFinanceFreeData updated 2026-09-06
  5. Client Access app icon

    Client Access

    Raymond James Financial, Inc.

    View accounts, manage investments, transfer funds, deposit

    View account balances and available cash. Check current investment values and detailed asset allocation. Transfer funds, deposit checks, and real-time market data. Manage investment portfolios and track financial performance.

    ★ 4.0156 ratingsFinanceFreeData updated 2026-09-08
  6. ADP Mobile Solutions app icon

    ADP Mobile Solutions

    ADP, Inc

    Access payroll, track time, manage benefits

    View payroll data, manage time and attendance, access benefits information, and track HR metrics. Submit time cards, approve requests, and receive notifications. Sync with ADP products for real-time updates and settings adjustments.

    ★ 4.74,480,497 ratingsBusinessFreeData updated 2026-10-26
  7. Bank of America Mobile Banking app icon

    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.

    ★ 4.85,025,326 ratingsFinanceFreeData updated 2026-10-26
  8. Revolut: send, spend, and save app icon

    Revolut: send, spend, and save

    Revolut Ltd

    , send, and money

    Manage finances with virtual and physical cards, including single-use cards for security. abroad with competitive exchange rates. Access 55+ K fee-free ATMs globally. Link external accounts to track spending.

    ★ 4.774,218 ratingsFinanceFreeData updated 2026-10-26
  9. Robinhood: Trading & Investing app icon

    Robinhood: Trading & Investing

    Robinhood Markets Inc

    Track trends and analyze investments

    Trade stocks, options, and ETFs with commission-free transactions. View advanced charts and set custom price alerts. Access instant deposits up to $50,000 with Gold subscription. Earn 4% APY on uninvested cash.

    ★ 4.34,893,413 ratingsFinanceFreeData updated 2026-10-26
  10. Altruist Client app icon

    Altruist Client

    Altruist Corp

    Track investments and view performance metrics

    View investment performance with account balances, time-weighted returns, and earnings. Track transfers, deposits, withdrawals, and other transactions. See detailed breakdowns of investment allocations and holdings.

    ★ 4.81,608 ratingsFinanceFreeData updated 2026-09-22
  11. Empower ® app icon

    Empower ®

    Empower Annuity Insurance Company of America

    Track expenses, view balances, manage budgets

    Track income and expenses across multiple accounts. Monitor net worth with real-time updates. Access professional investment advice. Set financial goals and receive personalized recommendations. Sync data from various financial institutions.

    ★ 4.8421,573 ratingsFinanceFreeData updated 2026-10-26
  12. Schwab Mobile app icon

    Schwab Mobile

    The Charles Schwab Corporation

    Invest, trade, and track portfolios

    Manage investments by buying and selling stocks, options, ETFs, and mutual funds. Track portfolio performance and view account balances. Deposit checks via and transfer funds between accounts.

    ★ 4.81,211,185 ratingsFinanceFreeData updated 2026-10-26
  13. 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.

    ★ 4.7960,116 ratingsFinanceFreeData updated 2026-10-26
  14. PlanLink app icon

    PlanLink

    Spectrum Pension Consultants, Inc.

    Enroll, manage, and track investments

    Enroll in retirement plans quickly. Manage investment portfolios and adjust contributions. Request loans or withdrawals. View portfolio returns and transaction history. Access live fund data and prospectus.

    ★ 4.886 ratingsFinanceFreeData updated 2026-09-06
  15. UBS Wealth Management app icon

    UBS Wealth Management

    UBS AG

    Manage accounts, track spending, set budgets

    Manage accounts and cash with real-time updates. Set budgets and track spending using detailed financial tools. Monitor UBS-administered equity awards once enabled by your company's plan administration team.

    ★ 4.864,633 ratingsFinanceFreeData updated 2026-09-09

How we rank alternatives

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