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.
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.
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.
Empower Annuity Insurance Company of America
Track expenses, view balances, manage budgets
Track income and expenses across multiple accounts. Monitor net worth with real-time updates. Access professional investment advice. Set financial goals and receive personalized recommendations. Sync data from various financial institutions.
Uphold HQ Inc.
Buy and sell cryptocurrencies and precious metals
Buy and sell cryptocurrencies, national currencies, and precious metals. Track real-time asset values and fund availability. Access exclusive tokens and early crypto opportunities. Execute trades with low fees and liquidity from multiple exchanges.
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.
CMFG LIFE INSURANCE COMPANY
Track retirement accounts anytime
Monitor retirement accounts with 24/7 access. View 401k and other savings plans from a single account. Use RetireOnTarget to plan retirement income. Track current and projected retirement income levels. Set and adjust retirement income goals.
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.
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.
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.
Fidelity Investments
Invest in stocks and track your portfolio
Track stock prices and set price alerts for timely updates. Trade stocks, ETFs, and mutual funds with research tools. Manage cryptocurrencies like bitcoin and ethereum through Crypto®. Schedule transfers, automate , and pay bills directly.
Revolut Ltd
, send, and money
Manage finances with virtual and physical cards, including single-use cards for security. abroad with competitive exchange rates. Access 55+ K fee-free ATMs globally. Link external accounts to track spending.
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.
Northern Trust Corporation
Wealth management suite extension for users.
The app provides real-time banking balances and activity, historical information for all accounts, and investment portfolios with intra-day price updates. Users can transfer money, pay bills, deposit checks, and find office locations.
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