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. 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
  2. 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
  3. M1: Invest & Bank Smarter app icon

    M1: Invest & Bank Smarter

    M1 Finance LLC

    Earn, , and borrow with ease

    Manage finances with high-yield savings, investment options, and borrowing features. Deposit funds, earn interest, and in stocks or ETFs. Create personalized investment portfolios or select pre-curated options.

    ★ 4.774,579 ratingsFinanceFreeData updated 2026-09-10
  4. 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
  5. 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
  6. 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
  7. 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
  8. 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
  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. 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.

    ★ 4.86,203 ratingsFinanceFreeData updated 2026-09-23
  11. 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.

    ★ 4.7114,191 ratingsFinanceFreeData updated 2026-10-25
  12. 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.

    ★ 4.711,365 ratingsFinanceFreeData updated 2026-09-13
  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.

    ★ 4.655,214 ratingsNewsFreeData updated 2026-10-25
  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. tastytrade: Invest & Trade app icon

    tastytrade: Invest & Trade

    Tastytrade, 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 .

    ★ 4.813,295 ratingsFinanceFreeData updated 2026-09-13
  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.

    ★ 4.81,216 ratingsFinanceFreeData updated 2026-09-16
  17. Equitable Mobile App app icon

    Equitable Mobile App

    Equitable Financial Services, LLC

    Manage accounts, view history, access documents

    Access accounts using FaceID or TouchID. View all accounts in one place. Access up to seven years of documents. Review balances and activity. Adjust investment options. Update personal information. Schedule transactions.

    ★ 4.735,011 ratingsFinanceFreeData updated 2026-09-20
  18. 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

How we rank alternatives

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