Apps Like Commerce Trust Total Wealth for iPhone and iPad
Commerce Trust Total Wealth screenshots
Ranked alternatives
Showing 41–60 of 1,000 ranked alternatives.





Shareworks
Morgan Stanley
Track shares, manage portfolio, exercise options
Manage and forecast your portfolio. Track past and future events. View transaction history and employee stock purchase plan holdings. Sell or transfer shares. Exercise options. Take action on restricted stock awards.

Lake City Bank Wealth Access
Lake City Bank
Track balances, view trades, and check holdings
View personal balance sheet with real-time updates on trades, transactions, and portfolio holdings. Track cash flow and trends daily. data from over 20,000 institutions via Intelligent Aggregation.

EFE
Edelman Financial Engines, LLC
Track accounts and view progress
View and track retirement goals with detailed progress updates. Access total portfolio and account details. Link external accounts to retirement goals. Review activity feeds, quarterly statements, and plan updates.


Meridian Trust
Meridian Trust Federal Credit Union
Access accounts, enable transactions, secure data
Manage finances with secure login via biometric and fingerprint authentication. Check accounts instantly using Snapshot. Pay bills, deposit checks remotely, and transfer funds between accounts.





First Source
First Source Federal Credit Union
Manage accounts, view balances, transfer funds, pay
Manage accounts and cards, view balances and transactions, transfer money, pay bills, pay friends, deposit checks by photo, and locate branches and ATMs. Set up two-factor authentication for secure access and encrypted data transmission.



LPL Account View
LPL FINANCIAL CORPORATION
Access accounts, track trends, manage goals
Monitor accounts by tracking total portfolio value and viewing performance over different timeframes. Check balances, transaction history, and investment details. Set up alerts for activity and portfolio changes.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.