ClientLink app icon

Apps Like ClientLink for iPhone and iPad

Access accounts and manage investments

View accounts with Household Summary, Today’s Gain/Loss, and Balances. Group accounts by Non-Retirement and Retirement. Check Cash and Stocks & Related holdings. See Top Performing stocks in portfolio.

by Wedbush Securities, Inc.★ 4.121 ratingsFinanceFreeData updated 2026-09-06

ClientLink screenshots

Ranked alternatives

Showing 1–20 of 1,000 ranked alternatives.

  1. Schwab Mobile app icon

    Schwab Mobile

    The Charles Schwab Corporation

    Invest, trade, and track portfolios

    Manage investments by buying and selling stocks, options, ETFs, and mutual funds. Track portfolio performance and view account balances. Deposit checks via and transfer funds between accounts.

    ★ 4.81,210,703 ratingsFinanceFreeData updated 2026-09-10
  2. Fidelity Investments app icon

    Fidelity Investments

    Fidelity Investments

    Invest in stocks and track your portfolio

    Track stock prices and set price alerts for timely updates. Trade stocks, ETFs, and mutual funds with research tools. Manage cryptocurrencies like bitcoin and ethereum through Crypto®. Schedule transfers, automate , and pay bills directly.

    ★ 4.83,302,074 ratingsFinanceFreeData updated 2026-09-10
  3. Bank of America Mobile Banking app icon

    Bank of America Mobile Banking

    Bank of America

    View balances, track activity, manage alerts

    View account balances and review transaction history. Activate or replace credit and debit cards. Set alerts for account activity. Transfer funds between accounts and pay bills securely. Send and receive money via Zelle using a U.S.

    ★ 4.85,024,973 ratingsFinanceFreeData updated 2026-09-10
  4. Vanguard: Save, Invest, Retire app icon

    Vanguard: Save, Invest, Retire

    The Vanguard Group, Inc.

    Invest, track, and manage your portfolio

    Access account balances and total assets. Review investment performance and transaction history. View portfolio details and asset allocation. Manage investments by buying or selling funds. Set up recurring contributions and adjust portfolio settings.

    ★ 4.6177,441 ratingsFinanceFreeData updated 2026-09-10
  5. U.S. Bank Mobile Banking app icon

    U.S. Bank Mobile Banking

    U.S. Bancorp

    Manage accounts, send money, track balances

    Check balances, transfer funds, and pay bills directly. View accounts and credit scores in one place. Set travel alerts, lock or unlock cards, and receive notifications for suspicious activity or low balances.

    ★ 4.82,116,830 ratingsFinanceFreeData updated 2026-09-10
  6. Webull: Investing & Trading app icon

    Webull: Investing & Trading

    Webull Technologies Pte. Ltd.

    Invest and manage your wealth

    Deposit funds to earn bonus interest rates. Manage investments with cash management tools and IRA matching. Trade stocks, ETFs, and options with zero commissions. Access market insights and predictive tools for decisions.

    ★ 4.7329,220 ratingsFinanceFreeData updated 2026-09-06
  7. Firstrade: Invest & Trade app icon

    Firstrade: Invest & Trade

    Firstrade Securities Inc

    In stocks, ETFs, and options

    Stocks, ETFs, and options with zero commissions. Manage brokerage and IRA accounts in one . Deposit funds without minimum requirements. Track investments and view performance metrics. Set up options trades securely without additional fees.

    ★ 4.78,847 ratingsFinanceFreeData updated 2026-09-08
  8. Yahoo Finance: Stocks, Markets app icon

    Yahoo Finance: Stocks, Markets

    Yahoo Inc.

    Track , get alerts, and view real-time

    Track portfolio performance and manage crypto assets with a portfolio tool. Follow , ETFs, or crypto for real-time quotes and personalized . Set alerts for market updates and investment insights.

    ★ 4.8625,609 ratingsFinanceFreeData updated 2026-09-08
  9. Acorns: Save & Invest Money app icon

    Acorns: Save & Invest Money

    Acorns Grow Incorporated

    Save, , and track money

    Save and money automatically. Set up recurring transfers and track spending habits. View investment portfolios and performance. Receive financial education resources and set savings goals. Lock accounts and manage security settings remotely.

    ★ 4.7958,145 ratingsFinanceFreeData updated 2026-09-10
  10. Public: Invest & Trade app icon

    Public: Invest & Trade

    Open to the Public Investing, Inc.

    Transfer portfolio and earn 1% match

    Transfer assets from brokerage, IRA, or 401(k) accounts to build a diversified portfolio. Earn 1% uncapped match on portfolio transfers. in stocks, options, bonds, and crypto. Contribute to IRA and earn 1% match on annual contributions.

    ★ 4.779,025 ratingsFinanceFreeData updated 2026-09-06
  11. Robinhood: Trading & Investing app icon

    Robinhood: Trading & Investing

    Robinhood Markets Inc

    Track trends and analyze investments

    Trade stocks, options, and ETFs with commission-free transactions. View advanced charts and set custom price alerts. Access instant deposits up to $50,000 with Gold subscription. Earn 4% APY on uninvested cash.

    ★ 4.34,829,982 ratingsFinanceFreeData updated 2026-09-10
  12. Stock Screener, AI Scanner app icon

    Stock Screener, AI Scanner

    Ainvest Fintech, Inc.

    Sync accounts and trade stocks

    Track prices and analyze market trends. Screen stocks using AI for investment insights. Execute trades and manage portfolios. Sync accounts for real-time data access. Receive personalized investment recommendations.

    ★ 4.86,205 ratingsFinanceFreeData updated 2026-09-06
  13. BMO Invest app icon

    BMO Invest

    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.

    ★ 4.750 ratingsFinanceFreeData updated 2026-09-06
  14. Investing.com: Stock Market app icon

    Investing.com: Stock Market

    Fusion Media Limited

    Track data, news, and alerts

    Track real-time prices, indices, and commodities. Receive news updates and alerts. Monitor portfolio performance. Analyze financial data and follow global trends. Set price alerts for specific stocks. View historical data and chart trends.

    ★ 4.737,869 ratingsFinanceFreeData updated 2026-09-09
  15. Wealthfront: Save and Invest app icon

    Wealthfront: Save and Invest

    Wealthfront, Inc.

    Earn interest and withdraw instantly

    Manage a cash account with a 3.90% APY, no fees, and a 0.65% bonus for new clients. Withdraw instantly to eligible accounts and use over 19,000 free ATMs. Get two ATM fee reimbursements up to $7.50 each.

    ★ 4.817,464 ratingsFinanceFreeData updated 2026-09-09

How we rank alternatives

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