WealthTrac app icon

Apps Like WealthTrac for iPhone and iPad

by First American Bank★ 0.00 ratingsFinanceFreeData updated 2026-09-06

WealthTrac screenshots

Ranked alternatives

Showing 21–40 of 1,000 ranked alternatives.

  1. Citi Mobile® app icon

    Citi Mobile®

    Citibank, N.A.

    Open accounts, request cards, view balances

    Open a checking or savings account without visiting a branch. Request a new card for lost, stolen, or damaged cards. View key account details without logging in. Use Zelle to send and split payments. Deposit checks remotely. Find nearby ATMs.

    ★ 4.94,084,475 ratingsFinanceFreeData updated 2026-09-15
  2. Ameriprise Financial app icon

    Ameriprise Financial

    Ameriprise

    Access accounts and track investments

    Track accounts with real-time balance and transaction details. View portfolio performance and investment summaries. Communicate with advisors through in- messaging. Receive account alerts and activity notifications.

    ★ 4.936,692 ratingsFinanceFreeData updated 2026-09-08
  3. Ally: Bank, Auto & Invest app icon

    Ally: Bank, Auto & Invest

    Ally Financial Inc.

    Manage bank accounts and payments

    Manage vehicle payments with one-time options or Pay scheduling. View and manage multiple vehicles from a single dashboard. Receive free FICO® Score updates for financial monitoring. Save using smart savings tools like buckets and boosters.

    ★ 4.7112,748 ratingsFinanceFreeData updated 2026-09-15
  4. Edward Jones app icon

    Edward Jones

    Edward D. Jones & Co., L.P.

    View accounts and track performance

    View account holdings, performance, and activity. Connect external accounts to see balances. Track progress toward financial goals. Message and share documents with the team. Deposit checks and transfer funds. View and sign account-related documents.

    ★ 4.8139,128 ratingsFinanceFreeData updated 2026-09-08
  5. EFE app icon

    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.

    ★ 4.67,564 ratingsFinanceFreeData updated 2026-09-11

How we rank alternatives

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