Apps Like Plum Street for iPhone and iPad
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Ranked alternatives
Showing 1–20 of 1,000 ranked alternatives.
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.
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.
thinkorswim: Trade. Invest.
The Charles Schwab Corporation
Place trades and manage positions
Manage trading positions and access real-time quotes, charts, and studies. Place and modify advanced orders with conditions. Trade stocks, options, futures, and forex. Use paper trading to test strategies.
Rickey Advisors
Leonard Rickey Investment Advisors, PLLC
Track investments and financial plan goals.
The app allows users to track investments, access reports, and stay updated on financial plans and goals. Users can view portfolio holdings, account performance, and link outside accounts for a total financial picture.
MyMerrill
Merrill Lynch
Manage investments and banking accounts easily.
The app allows Merrill clients to manage investment accounts, deposit checks, transfer money, and access market research. Users can view brokerage and linked external accounts, access statements, and receive customizable alerts.
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.
Patriot Federal Credit Union
Patriot Federal Credit Union
Check balances and view transactions
Check balances and view transaction history. Transfer funds between accounts. Pay loans and manage debit or cards. Deposit checks by photo. Open an account or apply for a loan. Use bill pay and send secure messages for support.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.