Client Access app icon

Apps Like Client Access for iPhone and iPad

View accounts, manage investments, transfer funds, deposit

View account balances and available cash. Check current investment values and detailed asset allocation. Transfer funds, deposit checks, and real-time market data. Manage investment portfolios and track financial performance.

by Raymond James Financial, Inc.★ 4.0156 ratingsFinanceFreeData updated 2026-09-08

Client Access screenshots

Ranked alternatives

Showing 41–60 of 1,000 ranked alternatives.

  1. Smart Financial Mobile app icon

    Smart Financial Mobile

    Smart Financial Credit Union

    Access accounts, manage transactions, transfer funds, pay

    Access account information anytime and anywhere. Manage transactions and view activity logs. Transfer funds, pay bills, and deposit checks by photo. Locate nearby ATMs and contact customer support. Receive alerts and view statements on tablets.

    ★ 4.815,247 ratingsFinanceFreeData updated 2026-09-08
  2. Interra Credit Union app icon

    Interra Credit Union

    Interra Credit Union

    Pay bills and check balances

    Manage finances by paying bills, depositing checks, transferring funds, and checking balances and account history.

    ★ 4.89,703 ratingsFinanceFreeData updated 2026-09-08
  3. DecisionPoint Financial app icon

    DecisionPoint Financial

    DecisionPoint Financial, LLC

    Track expenses, view reports, manage investments, secure

    View data through an interactive dashboard. Access dynamic reports with investment details. Securely view documents from your wealth advisor. Manage goals and track performance.

    ★ 5.06 ratingsFinanceFreeData updated 2026-09-06
  1. Citizens Access app icon

    Citizens Access

    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.

    ★ 4.89,363 ratingsFinanceFreeData updated 2026-09-06
  2. Service CU Mobile Banking app icon

    Service CU Mobile Banking

    Service Credit Union

    Check balances and transfer funds

    Check balances, transfer funds, and pay bills. Deposit checks remotely and add bill payees. View account details and locate ATMs and branches. Set alerts and manage transactions securely.

    ★ 4.813,393 ratingsFinanceFreeData updated 2026-09-08
  3. EastRise Mobile Banking app icon

    EastRise Mobile Banking

    EastRise Credit Union

    Deposit checks, check balances, transfer funds, pay

    Check balances and view transaction history. Deposit checks via photo. Transfer funds between accounts. Pay bills or others. Manage credit and debit cards. Set card alerts. Locate nearby branches or ATMs.

    ★ 4.812,530 ratingsFinanceFreeData updated 2026-09-11
  4. Private Client Services app icon

    Private Client Services

    The Capital Group Companies Inc.

    Check balances and review assets

    Check account balances and view investment results. Review up-to-date holdings and recent transactions. Access insights from research analysts. Log in with secure multi-factor authentication. View team contact information.

    ★ 4.111 ratingsFinanceFreeData updated 2026-10-01
  5. Financial Horizons CU app icon

    Financial Horizons CU

    Financial Horizons Credit Union

    Check balances, transfer funds, pay bills, deposit

    Check balances, transfer funds, pay bills, and deposit checks by photo. Access account details and manage transactions securely from a mobile device.

    ★ 4.7512 ratingsFinanceFreeData updated 2026-09-11
  6. CentricCU app icon

    CentricCU

    Centric Federal Credit Union

    Check accounts and transfer funds

    Check account balances, transfer funds between accounts, and pay bills directly. Deposit checks via photo and view credit reports. Set budgeting goals and track spending. Receive transaction alerts and lock accounts remotely.

    ★ 4.82,676 ratingsFinanceFreeData updated 2026-09-06
  7. Deseret First CU Mobile app icon

    Deseret First CU Mobile

    Deseret First Credit Union Inc.

    Check balances, transfer funds, make payments, deposit

    Check account balances, transfer funds between accounts, make loan payments, and deposit checks by photo. Access accounts using the same username, password, and security questions as online banking.

    ★ 4.812,713 ratingsFinanceFreeData updated 2026-09-08
  8. ACFCU Mobile Access app icon

    ACFCU Mobile Access

    Arlington Community FCU

    Instant secure access to financial tools.

    The app offers secure access to deposit checks, view balances, and review transaction history. Users can also transfer funds, pay bills, and make loan payments.

    ★ 4.85,724 ratingsFinanceFreeData updated 2026-09-21
  9. HDFC Bank App (Early Access) app icon

    HDFC Bank App (Early Access)

    HDFC Bank Ltd

    Manage accounts, transfer funds, view balances

    Check account balances, transfer funds between accounts, and pay bills. View transaction history and set up alerts. Deposit checks via photo and manage card security. Access loan and investment options. Receive notifications for account activity.

    ★ 4.83,425 ratingsFinanceFreeData updated 2026-09-06
  10. Embold CU app icon

    Embold CU

    Embold Credit Union

    Check balances, track transactions, transfer funds, deposit

    Check balances and view transactions. Transfer funds between accounts. Deposit checks via mobile. Pay bills and make loan payments. Locate branches and fee-free ATMs. Send money to external accounts. Access secure messaging for support.

    ★ 4.84,154 ratingsFinanceFreeData updated 2026-09-08
  11. Texas Bay CU app icon

    Texas Bay CU

    Texas Bay Credit Union

    Manage accounts, check balances, deposit checks, transfer

    Manage accounts and check balances anytime. View transactions and deposit checks by photo. Transfer funds between accounts and to other institutions. Track budget and set financial goals. Receive alerts and secure account access.

    ★ 4.810,059 ratingsFinanceFreeData updated 2026-09-25
  12. Magnifi Financial app icon

    Magnifi Financial

    Magnifi Financial Credit Union

    View balances, transfer funds, pay bills

    Check account balances, transfer funds, deposit checks via photo, pay bills and loans, manage cards, and send money to contacts. Set transaction alerts and view spending reports.

    ★ 4.21,703 ratingsFinanceFreeData updated 2026-09-08
  13. Southland CU app icon

    Southland CU

    Southland Credit Union

    Check balances, deposit checks, view transactions, transfer

    Check account balances, deposit checks via photo, view transaction history, transfer funds between accounts, and pay bills directly. Access real-time updates and manage financial activities remotely.

    ★ 4.911,327 ratingsFinanceFreeData updated 2026-09-08
  14. Worth Credit Union Mobile App app icon

    Worth Credit Union Mobile App

    Worth Credit Union

    View balances, make payments, and transfer funds

    View check balances and transaction history. Make loan payments and pay bills. Access cash back offers and activate them. Transfer funds between accounts. Locate ATMs and branch offices.

    ★ 4.84,818 ratingsFinanceFreeData updated 2026-09-08
  15. Mazuma Mobile app icon

    Mazuma Mobile

    Mazuma Credit Union

    View accounts, deposit checks, pay bills, track

    View account balances and transaction history. Snap a picture of checks to deposit remotely. Pay bills and manage cash back offers. Transfer funds and access online statements. Contact support securely. Locate nearby ATMs and branches.

    ★ 4.85,559 ratingsFinanceFreeData updated 2026-09-08
  16. Core analysis of stocks app icon

    Core analysis of stocks

    Zarnaiin Ranjhoo

    Invest in assets and track performance

    Track investment performance with real-time market and AI-driven insights. Manage sub-industry portfolios and receive detailed company evaluations. Forecast trends and optimize asset allocation using intelligent algorithms.

    ★ 5.020 ratingsFinanceFreeData updated 2026-09-06

How we rank alternatives

Apps are ranked by functional similarity, category fit, rating confidence, and popularity.