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 41–60 of 1,000 ranked alternatives.

  1. EFE app icon

    EFE

    Edelman Financial Engines, LLC

    Track accounts and view progress

    View and track retirement goals with detailed progress updates. Access total portfolio and account details. Link external accounts to retirement goals. Review activity feeds, quarterly statements, and plan updates.

    ★ 4.66,967 ratingsFinanceFreeData updated 2026-09-06
  2. Fundrise: Invest in Alts app icon

    Fundrise: Invest in Alts

    Rise Companies Corp

    In real estate and private credit

    Manage private real estate investments by allocating funds to properties. Track portfolio performance and cash flow. View detailed investment reports and manage holdings. Access market analysis and investor insights.

    ★ 4.836,054 ratingsFinanceFreeData updated 2026-09-06
  3. My Stocks Portfolio & Market app icon

    My Stocks Portfolio & Market

    Peeksoft LLC

    Track , funds, and currencies in real

    Track stock portfolios with performance metrics including realized and unrealized gains, daily and total changes, and annualized gains. View pie charts for allocation. Manage multiple portfolios across different stock markets.

    ★ 4.87,432 ratingsFinanceFreeData updated 2026-09-09
  4. NetBenefits app icon

    NetBenefits

    Fidelity Investments

    View retirement savings and benefits

    View retirement savings, investments, and account performance. Check balances and recent contributions. Manage HSA expenses and investments. Monitor 529 plans and brokerage accounts. Access health insurance details and coverage information.

    ★ 4.628,990 ratingsFinanceFreeData updated 2026-09-10
  5. CB Waseet app icon

    CB Waseet

    Commercialbank

    Access accounts, trade, and monitor portfolio

    Manage investment accounts by logging in with e-trade credentials. Check balances, transfer funds, and track account positions. Place buy, sell, amend, cancel, or market orders. Monitor portfolio performance and trade anytime.

    ★ 4.58 ratingsFinanceFreeData updated 2026-09-10
  6. Forex Game 4 Beginners app icon

    Forex Game 4 Beginners

    V K

    Practice trading with real stocks and

    Learn how to trade stocks and with real-time market data. Predict price movements and make trades using two buttons. Earn money through price predictions without risk. Access real financial market quotes without sign-ups or ads. Play for free.

    ★ 4.79,235 ratingsFinanceFreeData updated 2026-09-06
  7. Power E*TRADE-Advanced Trading app icon

    Power E*TRADE-Advanced Trading

    ETRADE FINANCIAL

    Trade options, stocks, and futures

    Trade stocks, options, futures, and ETFs. Execute options orders with up to four legs using a customizable options chain. View depth of market for futures. Place and manage trades, monitor positions, and track performance.

    ★ 4.613,233 ratingsFinanceFreeData updated 2026-09-06
  8. Blossom: Portfolio Tracker app icon

    Blossom: Portfolio Tracker

    Blossom Social Inc.

    Track stocks, ETFs, and dividends

    Track stocks, ETFs, and dividends with real-time data. Follow investor portfolios and compare performance. Learn investment strategies through educational content. Set alerts for price changes and market news. Share insights with the community.

    ★ 4.72,089 ratingsFinanceFreeData updated 2026-09-06
  9. Client Access app icon

    Client Access

    Raymond James Financial, Inc.

    View accounts, manage investments, transfer funds, deposit

    View account balances and available cash. Check current investment values and detailed asset allocation. Transfer funds, deposit checks, and real-time market data. Manage investment portfolios and track financial performance.

    ★ 4.0156 ratingsFinanceFreeData updated 2026-09-08
  10. etoro: Trade & Invest app icon

    etoro: Trade & Invest

    eToro Group Ltd.

    Invest in stocks and ETFs with 0%

    Invest in US stocks and ETFs with 0% commissions. Purchase fractional shares starting at $10. Build a diversified portfolio without hidden fees. Buy cryptocurrencies like bitcoin and ether with no deposit fees.

    ★ 4.49,888 ratingsFinanceFreeData updated 2026-09-08
  11. Moola Invest: Easier Investing app icon

    Moola Invest: Easier Investing

    Moola Copilot LLC

    Trade stocks, ETFs, and index funds

    Buy and sell stocks, ETFs, and S&P 500 Index Funds. Manage personal and retirement accounts. Use AI-driven tools for investment decisions. No trading fees or hidden charges. Earn interest on cash balances. Accounts are FDIC insured up to $1 million.

    ★ 4.7139 ratingsFinanceFreeData updated 2026-09-06
  12. Koyfin: Market Data & Analysis app icon

    Koyfin: Market Data & Analysis

    Koyfin Inc

    Track stocks and analyze trends

    Track stocks, ETFs, and indices with customizable charts and watchlists. Set stock alerts and access live and historical . View news and analyze portfolio performance with detailed asset tracking tools.

    ★ 4.91,054 ratingsFinanceFreeData updated 2026-09-06
  13. Finademy: Learn Stock Basics app icon

    Finademy: Learn Stock Basics

    Line Century Global Joint Stock Company

    -market skills with courses and challenges

    Market fundamentals with structured courses on stocks, ETFs, and index funds. Practice trading through a simulated StockSim environment. Complete real-world challenges and track progress. Refine skills with advanced technical analysis lessons.

    ★ 4.86,451 ratingsFinanceFreeData updated 2026-09-06
  14. GalaxyOne: Wealth & Investing app icon

    GalaxyOne: Wealth & Investing

    Fierce Technology, Inc.

    Save, invest, and trade securely

    Manage finances with high-yield cash accounts offering 3.50% APY. Auto-reinvest interest into bitcoin. Buy, transfer, and trade crypto and U.S. equities without fees. Earn 8.00% premium yield on cash. View account balances and transaction history.

    ★ 4.3250 ratingsFinanceFreeData updated 2026-09-06
  15. FinFab: Stock Market Tracker app icon

    FinFab: Stock Market Tracker

    VCM Technologies Ltd

    Analyze trades, track prices, review reports, compare

    Financial analysis tool allows users to track insider trades, access news and monitoring tools, view price charts with indicators, review financial statements and valuation metrics, check analyst ratings, use screeners for stocks, ETFs, and bonds,

    ★ 4.983 ratingsFinanceFreeData updated 2026-09-06

How we rank alternatives

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