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 161–180 of 1,000 ranked alternatives.
JVL Associates, LLC
Access client portal and manage accounts
Access client portal for account information, transaction history, and performance reports. View portfolio details, send secure messages, and schedule meetings with advisors. Download documents and set up alerts for account changes.
Bank of Fayette County
Access accounts and manage funds securely
Check account balances, transfer funds between accounts, and pay bills. Set up security alerts and remotely lock accounts. Deposit checks via photo. View transaction history and manage account settings.
Sturdy Savings Bank
Check balance, track history, transfer funds, pay
Check account balances and view transaction history. Transfer funds between accounts and pay bills. Locate nearby ATMs and branches. Contact customer support directly. Access the bank’s website for deposit rate information.
Brainants Technology Pvt Ltd
Track real-time market data and news
Track real-time market data including prices, indices, and trading volumes. Manage portfolios by adding, removing, and monitoring investments. Access news and analysis related to the Stock Exchange. Set price alerts for specific shares.
TrueWealth Advisors LLC
View account valuation and performance
View account valuation, performance, and activity in a secure interface. Access real-time data and transaction history. Set up alerts for account changes. Manage portfolio details and investment settings.
Papers GmbH
Initiate transactions and fetch blockchain data
Manage cryptocurrency transactions by initiating sends and receiving funds. View portfolio overview with blockchain data. Connect to networks for transaction details. Securely sign transactions using Vault offline.
Alden State Bank (NY)
Access accounts securely anytime
View account balances and review transaction history. Transfer funds between accounts. Access secure banking features from anywhere. Sync with online banking credentials. Monitor financial activity in real time.
KUWAIT AND MIDDLE EAST FINANCIAL INVESTMENT CO. (K.S.C)
Trade real-time market data and manage portfolios
Access real-time market data for GCC and US financial markets. Monitor transactions, view holdings, and track profit and loss. View detailed fundamental and technical analysis. Switch between English and Arabic languages.
Freedom Bank of Southern Missouri
Access accounts and manage funds on
Access account balances, transfer funds, pay bills, and view transaction history. Receive alerts and manage card security. Deposit checks via photo and navigate account settings remotely.
Mascoma Bank
Aggregate accounts, track balances, view transactions
View all financial accounts in one place. Check balances, transaction history, and account details. Set up alerts for account activity. Transfer funds between accounts. Access budgeting tools and financial insights.
Amerant Bank, N.A.
Place trades, view balances, track holdings
Access account balances, holdings, and transaction history. View order status and place equity trades. Receive real-time market data and set up alerts. Manage portfolio performance and track investment activity.
Signature Bank N.A.
Manage accounts, view alerts, transfer funds, pay
Check account balances, transaction history, and statements. View alerts and manage alerts. Transfer funds between accounts. Pay bills and deposit checks by photo. Access Treasury Management features for business accounts.
Monorail Inc.
In portfolios and track performance
Manage investments with diversified portfolios managed by experts. Choose between Patriot or Global Portfolio. Track performance, adjust allocations, and receive market insights. Set up automatic contributions and view detailed reports.
Interactive Brokers LLC
Invest in values-aligned companies
Select values to filter companies aligning with your beliefs. Explore investments matching your criteria. Monitor portfolio performance and grades. Swap positions with a single trade to improve portfolio grade.
Brown Brothers Harriman &Co.
Track investments and connect with your team
Sign in using biometrics for secure access. Track and manage investments. Connect with relationship managers. Access tax documents, summaries, and statements. Receive alerts for trade updates and new contributions.
Idaho Trust Bank
Check balances and manage accounts
Review account balances and check transaction history. Transfer funds between accounts. Pay bills to existing vendors. Cancel or change pending payments. Locate branches or ATMs.
Amboy Bank
Check balances, transfer funds, view transactions, make
Check balances, transfer funds, and view transaction history. Make deposits via photo. Find nearest branch or ATM. Access account information securely from a mobile device.
SageSpring Wealth Partners, LLC
View portfolio, download reports, connect with advisor
View financial portfolio details, download performance reports, and connect with an advisor. Track account balances, investment summaries, and receive real-time market updates. Send secure messages and schedule consultations.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.