IAdvisor 529 Plan app icon

Apps Like IAdvisor 529 Plan for iPhone and iPad

by The Bank of New York Mellon Corporation★ 0.00 ratingsFinanceFreeData updated 2026-09-06

Ranked alternatives

Showing 161–180 of 1,000 ranked alternatives.

  1. Mass Bay Credit Union app icon

    Mass Bay Credit Union

    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.

    ★ 4.81,800 ratingsFinanceFreeData updated 2026-09-23
  2. BayFirst National Bank app icon

    BayFirst National Bank

    FIRST HOME BANK INC

    Aggregate accounts in one place

    Manage finances by aggregating accounts from multiple banks and credit unions into one dashboard. Track transactions with tags, notes, and receipt photos. Set alerts for spending limits and account activity.

    ★ 4.81,751 ratingsFinanceFreeData updated 2026-09-22
  3. Merchants Bank of Indiana app icon

    Merchants Bank of Indiana

    Merchants Bank of Indiana

    Check balances and manage transfers

    Check account balances and search transactions by date, amount, or check number. Transfer funds between accounts. Make and view payments, including scheduled ones. Add, edit, or delete payees directly.

    ★ 4.81,053 ratingsFinanceFreeData updated 2026-09-09
  1. Heart of Louisiana app icon

    Heart of Louisiana

    ALEXANDRIA USDA FEDERAL CREDIT UNION

    Aggregate accounts in one place

    Aggregate financial accounts from multiple institutions into one dashboard. View transaction history, add tags and notes, and attach receipts or check photos. Set up alerts for account activity and manage budgeting tools.

    ★ 4.81,725 ratingsFinanceFreeData updated 2026-09-14
  2. myfcbot app icon

    myfcbot

    First Community Bank

    Aggregate accounts in one place

    Manage finances by aggregating accounts from multiple institutions into one dashboard. View transactions, add tags and notes, and attach receipts or check photos. Set alerts for account activity and monitor balances in real time.

    ★ 4.91,701 ratingsFinanceFreeData updated 2026-09-18
  3. Citizens Bank and Trust app icon

    Citizens Bank and Trust

    Citizens Bank & Trust

    Manage accounts, view balances, transfer funds, pay

    Check account balances and review recent transactions by date, amount, or check number. Initiate transfers between accounts. Pay bills directly from the . Deposit checks via photo. Set transaction alerts and remotely lock cards.

    ★ 4.91,372 ratingsFinanceFreeData updated 2026-09-06
  4. CLB&T Mobile Banking app icon

    CLB&T Mobile Banking

    Clear Lake Bank and Trust Company

    Aggregate accounts, view balances, manage transactions

    Manage finances by aggregating accounts from multiple institutions into one dashboard. View transactions, add tags and notes, and attach receipt photos. Set alerts for account activity. Transfer funds, pay bills, and check balances.

    ★ 4.81,650 ratingsFinanceFreeData updated 2026-09-16
  5. Whitefish Credit Union app icon

    Whitefish Credit Union

    WHITEFISH CREDIT UNION ASSN (INC)

    Deposit checks, move money, manage bills

    Log in with fingerprint or face recognition. View account balances and transaction history. Deposit checks via photo. Transfer funds between accounts. Manage bill payments and set reminders. Lock or unlock debit cards. Track cards and loans.

    ★ 4.91,616 ratingsFinanceFreeData updated 2026-09-09
  6. Welch State Bank (WSB_Mobile) app icon

    Welch State Bank (WSB_Mobile)

    Welch State Bank

    Check balances and manage transfers

    Check account balances and search transactions by date, amount, or check number. Transfer funds between accounts. Make and view payments, including scheduled ones. Add, edit, or delete payees directly from the .

    ★ 4.9975 ratingsFinanceFreeData updated 2026-09-08
  7. Baird Online app icon

    Baird Online

    Robert W. Baird & Co.

    Track portfolio value and asset allocation

    View portfolio details including value changes and asset allocation. Log in securely using fingerprint or facial recognition. Check net worth with a comprehensive financial overview. Review and exchange key documents such as statements and tax forms.

    ★ 4.81,219 ratingsFinanceFreeData updated 2026-09-08
  8. FSB - myMobile app icon

    FSB - myMobile

    First State Bank of Livingston Inc

    Aggregate accounts in one place

    Aggregate financial accounts from multiple institutions into one dashboard. View transaction history, add tags and notes to transactions, and attach receipts or check photos. Set up alerts for account activity and manage account settings.

    ★ 4.81,551 ratingsFinanceFreeData updated 2026-09-19
  9. Western Cooperative Mobile app icon

    Western Cooperative Mobile

    Western Cooperative Credit Union

    Aggregate accounts in one place

    Aggregate financial accounts from multiple institutions into one dashboard. View transaction history, add tags and notes to transactions, and attach receipts or check photos. Set up alerts and manage account settings.

    ★ 4.81,463 ratingsFinanceFreeData updated 2026-09-18
  10. Diamond Bank Mobile app icon

    Diamond Bank Mobile

    Diamond Bank

    Aggregate accounts in one place

    Aggregate financial accounts from multiple institutions into one dashboard. View transaction history, add tags and notes, and attach receipts or check photos. Set alerts for account activity and manage budgets.

    ★ 4.81,534 ratingsFinanceFreeData updated 2026-09-06
  11. Savers Bank Mobile Banking app icon

    Savers Bank Mobile Banking

    Savers Cooperative Bank

    Bank on the go anywhere.

    The app allows users to view account balances and transactions, transfer funds between accounts, and schedule bill payments. Users can also find nearby branches, make mobile deposits, and manage alerts.

    ★ 4.81,348 ratingsFinanceFreeData updated 2026-10-29
  12. SMBT Mobile app icon

    SMBT Mobile

    Southern Michigan Bancorp, Inc.

    Aggregate accounts, track spending, manage budgets

    Aggregate financial accounts from multiple institutions into one dashboard. View transaction history, add tags and notes, and attach receipt photos. Set balance alerts and schedule payments. Manage budgets and track spending categories.

    ★ 4.81,522 ratingsFinanceFreeData updated 2026-09-22
  13. Tioga State Bank app icon

    Tioga State Bank

    Tioga State Bank

    Aggregate accounts in one secure view

    Aggregate financial accounts from multiple institutions into one dashboard. View transaction history, add tags and notes, and attach receipts or check photos. Set up alerts for account activity. Transfer funds between accounts.

    ★ 4.81,501 ratingsFinanceFreeData updated 2026-09-16
  14. Range Bank app icon

    Range Bank

    Range Bank

    Aggregate accounts in one place

    Aggregate financial accounts from multiple institutions into one dashboard. View transactions, add tags and notes, and attach receipt photos. Set balance alerts and manage spending habits with budgeting tools.

    ★ 4.81,492 ratingsFinanceFreeData updated 2026-09-16
  15. TX Community Bank app icon

    TX Community Bank

    Texas Community Bank, N.A.

    Aggregate accounts in one place

    Aggregate financial accounts from multiple institutions into one dashboard. View transaction history, add tags and notes, and attach receipts or check photos. Set alerts for account activity and manage budgets.

    ★ 4.91,464 ratingsFinanceFreeData updated 2026-09-06

How we rank alternatives

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