Track investments and view account details
View account statements and track investment progress. Access personal documents and manage account details. Receive notifications for account updates and transaction alerts.
Showing 1–20 of 1,000 ranked alternatives.
AppFolio
Track investments, view reports, submit interest
Track investment performance with detailed metrics. View and sign key documents and reports. Receive real-time project updates. Submit interest in new investment opportunities.
Bay Cities Credit Union
Monitor accounts and manage finances securely
Monitor account activity with access to all accounts, balances, and transaction history. View statements and set alerts. Perform transfers and bill payments. Use multi-factor authentication for security. Enable GPS-based location features.
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.
Newrez LLC
View loan details, make payments, access documents
Manage mortgage payments and account details. View loan information, recent activity, and payment history. Make one-time or recurring payments. Access statements and documents. Schedule payments and track pending transactions.
Ameriprise
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.
Mass Bay Credit Union
Aggregate accounts in one place
Manage finances by aggregating accounts from multiple institutions into one dashboard. Track transactions with tags, notes, and receipt photos. Set alerts for spending thresholds and account activity.
Bay Bank
Access accounts and manage funds
Access accounts, check balances, and view transaction history. Transfer funds between accounts. Pay bills and set up automatic transfers. Receive alerts and manage card security remotely.
ADP, Inc
Access payroll, track time, manage benefits
View payroll data, manage time and attendance, access benefits information, and track HR metrics. Submit time cards, approve requests, and receive notifications. Sync with ADP products for real-time updates and settings adjustments.
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.
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.
Voya Services Company
Manage accounts, view balances, and track expenses
View and manage retirement, health savings, and investment accounts alongside checking, savings, and credit cards. Track transactions, set budgets, and receive alerts. Access account statements and transfer funds securely.
Credit One Bank, National Association
Manage accounts and track transactions
Manage accounts, activate new cards, and view statements. Lock or unlock cards using Face ID. Set fraud alerts and receive transaction and balance notifications. Track cash back rewards and line increases. Accept rewards directly within the .
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.
Citibank, N.A.
Open accounts, request cards, view balances
Open a checking or savings account without visiting a branch. Request a new card for lost, stolen, or damaged cards. View key account details without logging in. Use Zelle to send and split payments. Deposit checks remotely. Find nearby ATMs.
Liberty Bay Credit Union
Deposit checks, make payments, check balances, transfer
Check account balances, transfer funds, and pay bills. Deposit checks by photo, make loan payments, and view cash back offers. Find nearby ATMs and activate rewards. Set up alerts and manage account settings securely.
LOANCARE, LLC
Manage loan payments and escrow details
Manage mortgage payments, view loan details, and access escrow, insurance, and tax information. Make payments directly through the . Set up payment reminders and track payment history. Receive alerts for upcoming due dates and account updates.
Synchrony Financial
Pay bills and view account activity
Manage your or Secured by paying bills, accessing statements, and reviewing account activity with transaction details. View rewards points, set alerts, and check your credit score. Edit your profile and request a credit line increase.
OnPath Federal Credit Union
Check balances and view transactions
Check balances and view transaction history across checking, savings, and loan accounts. Deposit checks remotely and access statements. Send and receive money instantly via Zelle. Pay bills directly from the . Set up account alerts and notifications.
Alerus Financial Corporation
Check balances and view investments
Access account information using existing login credentials. Check balances, view investment performance graphs, and review contributions. Receive alerts, monitor loan data, and see personal rates of return.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.