Access accounts and track investments
Track accounts with real-time balance and transaction details. View portfolio performance and investment summaries. Communicate with advisors through in- messaging. Receive account alerts and activity notifications.
Showing 1–20 of 1,000 ranked alternatives.
Ameriprise
Checks into client accounts
Facilitates check deposits into client accounts. Allows login with credentials. Enables advisors and staff to process deposits securely. Tracks details and confirms transactions. Sends notifications for completed deposits.
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.
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.
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.
Westlake Services, Llc
Make payments and manage accounts
Manage accounts with payment features, recurring payment setup, and payoff information access. View transaction history and account balances. Receive alerts and notifications for account activity.
Golden 1 Credit Union
Manage finances securely anytime, anywhere.
The app provides fast money movement, including Zelle® transfers and bill payments. It offers a total account view of Golden 1 accounts, loans, and cards, with budgeting tools and credit score monitoring.
Ally Financial Inc.
Manage bank accounts and payments
Manage vehicle payments with one-time options or Pay scheduling. View and manage multiple vehicles from a single dashboard. Receive free FICO® Score updates for financial monitoring. Save using smart savings tools like buckets and boosters.
Comerica Bank
Access data and insights anytime, anywhere
Track progress by viewing total asset value and account summaries. Check account balances and transaction history. Connect with for personalized advice. Set and monitor goals. Receive notifications and alerts for account activity.
Wescom Resources Group
Manage accounts, make payments, deposit checks
Manage accounts and cards, deposit checks, and make payments. View balances, transfer funds, and set alerts. Access profile settings for security and account management. Use Zelle® for instant payments.
LBS Financial Credit Union
Deposit checks, view balances, transfer funds
Check account balances and view transaction history. Deposit checks via mobile. Transfer funds between accounts and make loan payments. Pay bills and review recent payments. Locate branches and ATMs.
Kinecta Federal Credit Union
Check balances, transfer funds, pay bills, send
Check account balances and transactions. Transfer funds between accounts. Pay bills and send money via Zelle®. Make remote deposits. Find nearby branches and ATMs. Enroll in and view eDocuments. Lock or unlock cards. Set text alerts.
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.
Citizens Bank, N.A.
Accounts, view statements, transfer funds
Account summaries, statements, and transaction history at any time. Transfer funds in and out of accounts. View secure 24/7 to CD and Savings accounts.
Arizona Financial Credit Union
Track spending, deposit checks, manage budgets
Check account balances and view transaction history with check images. Transfer funds between accounts instantly or schedule transfers. Track spending and create budgets across multiple accounts. Deposit checks and become a member through the .
First Financial Bank, NA
Track accounts, pay bills, move money
Monitor and track account activity with real-time alerts. Pay bills, deposit checks, and transfer money between accounts. Customize dashboard and view accounts from multiple institutions.
NASA Federal Credit Union
Manage finances at the speed of light.
The NASA FCU app offers secure 24-7 account access with streamlined navigation and biometric login. Users can manage cards, deposit checks remotely, and track spending for financial planning.
SELCO Community Credit Union
Access accounts and financial tools anytime.
The app provides 24/7 access to SELCO accounts for viewing balances and transaction history. Users can schedule payments, transfer funds, deposit checks, and manage alerts for security.
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