Access portfolios, accounts, and vault
Access portfolio valuations, view account and investment overviews, and access the vault. Manage investments, check balances, and review transaction history. Receive alerts and update contact information.
Showing 101–120 of 1,000 ranked alternatives.
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.
Yakima Federal Savings and Loan Association
Manage accounts, transfer funds, and pay bills
Review account balances and transaction history. Use TouchID or FaceID for secure logins. Access optional Instant Balance feature. View account details and manage transactions. Set up alerts for account activity.
WeStreet Federal Credit Union
Send money, track accounts, pay bills
Manage personal or business accounts with secure access. Send and receive money, pay bills, and deposit checks by photo. Monitor credit score, view balances, and retrieve eStatements. Transfer funds between accounts. Track transaction history.
Composition Wealth, LLC
View portfolio data securely
Access portfolio data through a simple interface. View investment performance, asset allocation, and account balances. Receive notifications and manage alerts. Contact advisory team for access requests.
Affinity Africa Finance Limited
Bank securely, manage accounts, track spending
Access account balances, transfer funds, and pay bills anytime. Deposit checks via photo and set transaction alerts. View transaction history and manage accounts securely through a simple, intuitive interface.
Ox Road Capital LLC
View portfolio data and manage investments
Access portfolio data in a simple interface. View investment performance, transaction history, and account details. Receive notifications and manage access settings.
Bank of Montreal
View accounts, track holdings, manage portfolios
View investment holdings and account details through Portfolio View. Set up custom watchlists to track stocks and market trends. Access accounts using Face ID or Touch ID for secure authentication.
City Credit Union
Check balances, review transactions, make transfers
Check account balances and review transaction history. Make transfers between accounts. Access account details and set up alerts. View recent activity and manage account settings remotely.
Oklahoma Central Credit Union
Check balances, view transactions, transfer funds, pay
Check balances and view transaction history. Transfer funds between accounts. Pay bills and deposit checks via photo. Locate nearby ATMs and branches. Contact customer service and access account information remotely.
East Cambridge Savings Bank
Access accounts, view balances, transfer funds
Check account balances, transfer funds between accounts, and pay bills. View transaction history and set up alerts. Deposit checks by photo and manage account settings remotely.
National Benefit Services, LLC
View transactions, upload documents, and receive alerts
View recent transactions and account balances. Upload claim documents and photos. Access email and SMS alerts. Contact administrator via email or phone. Use same login credentials as WealthCare Portal. Support stronger authentication methods.
Forbright Bank
Manage savings, track deposits, access funds
Manage account funds and preferences. Update personal information. Access customer support. View account balances and transaction history. Transfer funds between accounts. Set up alerts for account activity. Deposit checks via photo.
LINKBANK
Manage accounts, transfer funds, view transactions
Access account information anytime. Deposit checks via photo. Manage personal and business finances. Set user permissions. Receive security alerts. Transfer funds and pay bills remotely. View transaction history and balance updates.
Permodalan Nasional Bhd
Invest view and add funds securely
View investment portfolio and account balance. Sign up for a new account. Perform additional investments and invest in other funds. Track recent transactions. Manage investments from mobile or tablet.
Victory Wealth Management, LLC
Access accounts, track market data, contact advisor
Access financial accounts and view market or portfolio activity in real time. Contact advisors directly. Monitor investment performance and track transaction history. Receive alerts for account changes and market updates.
AppFolio
Track investments, view reports, submit interest
Track investment performance with detailed metrics. View and sign key documents and reports. Receive real-time project updates. Submit interest in new investment opportunities.
Banco Prival, S.A.
Review account and portfolio movements
Review account balances and transaction history. View investment portfolio movements and account details. Transfer funds between accounts or to third parties. Use Face ID or fingerprint for login. Remember username for future access.
FBA of Syosset, LLC
Manage healthcare accounts and upload claims
Manage healthcare and tax-favored with account balance checks and transaction history. Upload claims and receipts for reimbursement. Receive and view email and SMS alerts. Contact administrators via email or phone.
Wilkinson Global Asset Management LLC
Access portfolio data anytime
View portfolio data including asset allocations and performance metrics. Access account balances and transaction history. Receive real-time updates and generate detailed reports. Manage investment holdings and track market trends.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.