Access investments and manage accounts
Access account balances at account, client, or household level. Use multi-factor authentication and biometrics for secure access. Contact financial professionals via phone or email. View Total Assets chart with contributions and withdrawals.
Showing 1–20 of 1,000 ranked alternatives.
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.
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.
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.
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.
Merrill Lynch
Manage accounts and investments conveniently anytime.
The app allows users to manage their accounts and investments, view market data, deposit checks, transfer money, and pay bills. It also provides educational resources for investing and planning for life events.
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.
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.
Albert Corporation
Track expenses, save, and invest securely
Track expenses and create a monthly budget. Customize spending plans and monitor account activity. Earn cash back at select stores. Get 24/7 identity monitoring and access a financial genius for advice.
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.
Block, Inc.
Send money, save, and invest securely
Send money instantly via or bitcoin using compatible wallets. Make free Lightning Network transfers. Round up spare change to save or invest in stocks, ETFs, or bitcoin. Set up direct deposit for early paychecks.
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.
Beeblesoft Ltd
Track net and update assets automatically
Track net with unlimited portfolios and assets. Manually update bank accounts, credit cards, and real estate. Automatically track stocks, ETFs, and crypto with real-time prices. Monitor dividends, cost basis, and unrealized gains or losses.
Payward, Inc.
Withdraw funds and track trades
Manage crypto with on-the-go deposits and withdrawals. Access tools for market analysis. Trade hundreds of cryptocurrencies across 700+ markets. Monitor fees as low as 0%. Receive 24/7 global support.
LPL FINANCIAL CORPORATION
Access accounts, track trends, manage goals
Monitor accounts by tracking total portfolio value and viewing performance over different timeframes. Check balances, transaction history, and investment details. Set up alerts for activity and portfolio changes.
CRYPTO Technology Holdings Limited
Trade crypto with secure buy and sell
Trade cryptocurrencies like BTC, ETH, CRO, and SOL using fiat or card. Buy and sell with recurring purchase options. Set up zero-fee trading through Level Up. Monitor portfolio and track price changes.
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.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.