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 21–40 of 1,000 ranked alternatives.

  1. 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
  2. Morningstar for iPad app icon

    Morningstar for iPad

    Morningstar, Inc.

    Track portfolios, research stocks, monitor markets

    Monitor market trends and track portfolio performance with real-time data. Research stocks, mutual funds, ETFs, and CEFs. View investment commentary, news, and videos. Customize portfolio tools and access comprehensive financial data.

    ★ 4.58,878 ratingsFinanceFreeData updated 2026-09-08
  3. Morningstar Investor app icon

    Morningstar Investor

    Morningstar, Inc.

    Track investments, analyze portfolios, set goals

    Monitor stock, fund, ETF, and CEF performance. Track portfolio holdings and performance. Access research reports and market commentary. Set price alerts and view historical data. Adjust investment strategies with analysis tools.

    ★ 4.07,032 ratingsFinanceFreeData updated 2026-09-08
  4. Empower Personal Dashboard™ app icon

    Empower Personal Dashboard™

    Personal Capital Corporation

    Track expenses, plan budgets, manage accounts

    Manage all financial accounts in one place. View net worth, track investments, and plan for retirement. Set budgets, monitor spending, and receive personalized financial insights. Sync accounts and access real-time market data.

    ★ 4.646,516 ratingsFinanceFreeData updated 2026-09-06
  5. Seeking Alpha: News & Analysis app icon

    Seeking Alpha: News & Analysis

    Seeking Alpha Ltd.

    Track stock prices and market

    Access real-time financial and market . Track stock prices and charts. Set customizable alerts for watched stocks. View earnings reports and transcripts. Manage a portfolio with tracking tools.

    ★ 4.8126,042 ratingsFinanceFreeData updated 2026-09-08
  6. 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
  7. 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.

    ★ 4.7112,545 ratingsFinanceFreeData updated 2026-09-10
  8. 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
  9. IBKR Mobile - Invest Worldwide app icon

    IBKR Mobile - Invest Worldwide

    Interactive Brokers LLC

    Monitor markets and place trades

    Monitor market activity with real-time quotes, charts, and market scanners. Place standard orders and complex option spreads. View delayed quotes without registration or account setup.

    ★ 4.511,441 ratingsFinanceFreeData updated 2026-09-08
  10. Delta by eToro app icon

    Delta by eToro

    Opus Labs CVBA

    Track investments across exchanges and assets

    Track investments across stocks, crypto, ETFs, forex, and commodities. Sync with 300+ exchanges and wallets. View real-time prices and portfolio performance. Set price alerts for specific assets. Monitor balances and transaction history.

    ★ 4.711,348 ratingsFinanceFreeData updated 2026-09-06
  11. 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
  12. tastytrade: Invest & Trade app icon

    tastytrade: Invest & Trade

    Tastyworks, Inc.

    Stocks, options, futures, and crypto in one

    View trades with customizable charts and hundreds of indicators. Analyze market data with advanced trading tools. Access free educational courses. Manage portfolios and execute trades within the .

    ★ 4.813,022 ratingsFinanceFreeData updated 2026-09-06
  13. Bloomberg: Business News Daily app icon

    Bloomberg: Business News Daily

    Bloomberg Finance LP

    Track stock prices and investment updates

    Access real-time financial on global markets, stocks, and economic trends. Track stock prices, monitor investment portfolios, and read in-depth analysis. Customize feeds for specific markets and set alerts for price changes.

    ★ 4.655,084 ratingsNewsFreeData updated 2026-09-10
  14. AlRajhi Capital app icon

    AlRajhi Capital

    Al Rajhi Capital Company

    Invest in stocks and manage portfolios

    Access brokerage services to buy and sell stocks and financial instruments on Tadawul Saudi Market. Invest in global markets through international brokerage. View account balances, track transactions, and manage investments.

    ★ 4.616,084 ratingsFinanceFreeData updated 2026-09-06
  15. Betterment Invest & Save Money app icon

    Betterment Invest & Save Money

    Betterment

    In portfolios and automatically

    In and through automated portfolios and expert guidance. Set financial goals, schedule regular contributions, and track progress. Adjust risk tolerance and access real-time performance reports.

    ★ 4.864,841 ratingsFinanceFreeData updated 2026-09-08
  16. Zoya: Halal Investing App app icon

    Zoya: Halal Investing App

    Investroo Inc.

    Track stock compliance and view reports

    Access shariah compliance ratings for stocks and ETFs. Review detailed reports on compliance status. Filter fund holdings by shariah compliance. Find compliant alternatives to non-compliant stocks. Stay updated with compliance news and changes.

    ★ 4.81,050 ratingsFinanceFreeData updated 2026-09-06
  17. GuruFocus app icon

    GuruFocus

    Cechan Tian

    View stock data and analyze financial trends

    Monitor investments in real-time with quick portfolio access. Analyze stocks using summary data and 30-year financials. Customize an all-in-one screener to filter stocks based on specific criteria.

    ★ 4.8464 ratingsFinanceFreeData updated 2026-09-10
  18. Choice: Bitcoin in your IRA app icon

    Choice: Bitcoin in your IRA

    CHOICE HOLDINGS INCORPORATED

    Invest in crypto, stocks, and assets

    Save for retirement by investing in , crypto, stocks, and other assets within a single account. Set up automatic contributions, track portfolio performance, and manage investments without setup fees or minimums.

    ★ 4.71,498 ratingsFinanceFreeData updated 2026-09-06

How we rank alternatives

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