GWS&A app icon

Apps Like GWS&A for iPhone and iPad

View accounts, track balance, contact advisor

View account balances and portfolio performance in real time. Review statements and transaction history. Contact advisors directly. Access daily updated dashboards and performance reports. Manage personal balance sheet and account activity.

by Global Wealth Strategies & Associates, LLC★ 4.24 ratingsFinanceFreeData updated 2026-09-06

GWS&A screenshots

Ranked alternatives

Showing 41–60 of 1,000 ranked alternatives.

  1. First American Bank app icon

    First American Bank

    First American Bank

    Check accounts, transfer funds, pay bills

    Check account balances and transaction history anytime. Add tags, notes, and photos to organize transactions. Make payments to companies or individuals. Deposit checks by photo. Set alerts and manage account settings remotely.

    ★ 4.85,692 ratingsFinanceFreeData updated 2026-09-06
  2. RoundPoint You Are Home app icon

    RoundPoint You Are Home

    RoundPoint Mortgage Servicing LLC

    Access loan details, make payments, update account

    Access loan details securely, make one-time or recurring payments, and update account information. View personalized property value reports and opt out of paper statements to reduce clutter.

    ★ 4.819,074 ratingsFinanceFreeData updated 2026-09-06
  3. Valley Mobile app icon

    Valley Mobile

    Valley National Bancorp

    View balances, pay bills, and transfer funds

    View account balances and transaction history. Pay bills and transfer funds between accounts. Deposit checks via photo. Access cleared check copies and branch locations. Use Touch ID for login.

    ★ 4.819,779 ratingsFinanceFreeData updated 2026-09-09
  1. Parkshore app icon

    Parkshore

    Parkshore Wealth Management

    View account info, check balances, contact advisor

    View account details and balances. Contact advisors directly through the . Send messages and receive updates on account activity.

    ★ 5.04 ratingsFinanceFreeData updated 2026-09-11
  2. Firstmark Credit Union app icon

    Firstmark Credit Union

    Firstmark Credit Union

    View balances and track transactions

    Secure login with biometric authentication. View account balances and transaction history. Transfer funds between accounts. Pay bills and link external accounts. Deposit checks via mobile. Access electronic statements.

    ★ 4.912,335 ratingsFinanceFreeData updated 2026-09-08
  3. ENZI Wealth app icon

    ENZI Wealth

    ENZI WEALTH LLC

    View account info, check balances, contact advisor

    View account details and balances. Contact advisor directly. Access real-time account updates and transaction history. Send secure messages for support. Manage account inquiries and feedback.

    ★ 5.04 ratingsFinanceFreeData updated 2026-09-06
  4. 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
  5. Zoe Financial app icon

    Zoe Financial

    ZOE FINANCIAL INC.

    Access accounts, invest, track growth

    Access account balance, investment performance, and current holdings. View transfer status and transaction history including deposits and withdrawals. Receive updates on investment account growth.

    ★ 4.77 ratingsFinanceFreeData updated 2026-09-06
  6. RZH Advisors app icon

    RZH Advisors

    Relyea Zuckerberg Hanson LLC

    View account info, check balances, contact advisor

    View account balances and transaction details. Contact directly. Add external accounts to track net worth. Access Fidelity custodial statements in a secure document vault.

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-13
  7. B&HB Digital Banking app icon

    B&HB Digital Banking

    Burke and Herbert Bank and Trust Company

    Track balances, monitor transactions, add tags

    Check account balances and monitor transaction activity. Add tags, notes, and photos of receipts and checks to organize transactions. Set up alerts for balance thresholds. Make payments to companies or individuals. Transfer funds between accounts.

    ★ 4.78,901 ratingsFinanceFreeData updated 2026-09-06
  8. Coast Central Mobile Banking app icon

    Coast Central Mobile Banking

    Coast Central Credit Union, Inc.

    Log in, check balances, transfer funds, view

    Log in with Touch or Face ID. Check balances and view statements. Transfer money between accounts. Pay bills and deposit checks. Make person-to-person payments. Set balance and activity alerts. Enable travel notifications.

    ★ 4.81,779 ratingsFinanceFreeData updated 2026-09-06
  9. Private Passport app icon

    Private Passport

    Northern Trust Corporation

    Wealth management suite extension for users.

    The app provides real-time banking balances and activity, historical information for all accounts, and investment portfolios with intra-day price updates. Users can transfer money, pay bills, deposit checks, and find office locations.

    ★ 4.89,565 ratingsFinanceFreeData updated 2026-10-03
  10. Texas Capital Mobile app icon

    Texas Capital Mobile

    Texas Capital Bank

    View accounts, track transactions, print statements

    View account balances and transaction details. Access and print monthly e-statements. Set up direct deposit. Transfer funds between accounts or linked banks. Deposit checks via device camera. Pay bills directly from the .

    ★ 4.61,168 ratingsFinanceFreeData updated 2026-09-10
  11. FNB Maine app icon

    FNB Maine

    The First, N.A.

    Manage accounts, view transactions, transfer funds, pay

    View account balances and transaction history. Add tags, notes, and receipt photos to transactions. Set balance alerts. Make payments to companies or individuals. Deposit checks via photo. Lock and unlock cards remotely.

    ★ 4.83,209 ratingsFinanceFreeData updated 2026-09-06
  12. RPWA app icon

    RPWA

    Rise Private Wealth Advisors LLC

    View account info, check balances, contact advisor

    View account details and balances. Contact advisors directly through the . Send secure messages and access transaction history. Manage account settings and notifications.

    ★ 5.04 ratingsFinanceFreeData updated 2026-10-06
  13. Norway Savings Mobile App app icon

    Norway Savings Mobile App

    Norway Savings Bank Corp

    View accounts, track transactions, make payments

    Check account balances and transaction history for personal and business accounts. Make transfers, pay bills, and deposit checks via photo. Receive alerts and secure messages. View e-Statements and NSB mortgage loan details.

    ★ 4.82,395 ratingsFinanceFreeData updated 2026-09-08
  14. Home Bank Mobile app icon

    Home Bank Mobile

    Home Bank, National Association

    Check balance, view history, transfer funds, pay

    Check account balances and view transaction history. Transfer funds between accounts and pay bills. Set up alerts for account activity. Lock accounts remotely and access customer support.

    ★ 4.83,422 ratingsFinanceFreeData updated 2026-09-08
  15. 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
  16. Citizens Access app icon

    Citizens Access

    Citizens Bank, N.A.

    Accounts, view statements, transfer funds

    Account summaries, statements, and transaction history at any time. Transfer funds in and out of accounts. View secure 24/7 to CD and Savings accounts.

    ★ 4.89,363 ratingsFinanceFreeData updated 2026-09-06

How we rank alternatives

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