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.
Raymond James Financial, Inc.
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.
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.
Teachers Insurance and Annuity Association America
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.
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.
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.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.