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.
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.
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.
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.
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.
MortgageQuestions
PHH Mortgage Corporation
Access account info and home value data
View account balances and transaction history. Check estimated home values and recent sales in your area. Access account details and neighborhood information through a user-friendly interface.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.