Apps Like Box Financial Advisors for iPhone and iPad
Ranked alternatives
Showing 1–20 of 1,000 ranked alternatives.
Southwest Financial
Southwest Financial Federal Credit Union
Pay bills, send money, track accounts
View account balances and transaction history. Pay bills or friends, transfer funds between accounts. Turn debit card on/off remotely. Deposit checks via mobile. Locate branches or ATMs. Set up shared account access. Monitor pending transactions.
LBS Financial CU
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.
Ameriprise Financial
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.
Edward Jones
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.
GM Financial
General Motors Financial Company, Inc.
Make payments, update info, track account
Make payments or set up auto pay. View payment history. Manage multiple accounts. Access account information 24/7. Update personal information. Track vehicle account details. Receive notifications for account changes.
Altruist Client
Altruist Corp
Track investments and view performance metrics
View investment performance with account balances, time-weighted returns, and earnings. Track transfers, deposits, withdrawals, and other transactions. See detailed breakdowns of investment allocations and holdings.
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.
CLA Wealth Advisors
CLIFTONLARSONALLEN LLP
View portfolio details anytime
View portfolio details, check asset allocations, and access interactive reports. Track financial goals and their achievement probabilities. Download documents and customize the interface for personalized financial insights.
Dort Financial Mobile Banking
Dort Financial Credit Union
Manage finances on the go easily.
The app allows users to check balances, view transaction history, transfer funds, and pay bills. Users can also find ATMs and offices, and activate cash back offers.
LPL Account View
LPL FINANCIAL CORPORATION
Access accounts, track trends, manage goals
Monitor accounts by tracking total portfolio value and viewing performance over different timeframes. Check balances, transaction history, and investment details. Set up alerts for activity and portfolio changes.
First South Financial
First South Financial Credit Union
Check balances, view accounts, make payments
Manage all accounts from a single dashboard. View available funds, savings progress, upcoming payments, and deposits. Edit and make payments directly. Access personal recommendations and account information.
Arizona Financial Mobile
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 .
Fort Financial
Fort Financial Federal Credit Union
Check balance, view info, make payments
Manage accounts with a dashboard showing available funds, savings progress, upcoming payments, and deposits. Check balances, view account details, make and edit payments, and receive personal recommendations.
Cornerstone Financial CU
Cornerstone Financial Credit Union
Check balances, view accounts, make payments, deposit
Check account balances and view transaction history. Make payments, transfer funds, and deposit checks via photo. Set up alerts and manage account settings securely.
Optum Financial
Optum Inc
Manage health care expenses and pay bills
Manage health care expenses by viewing and updating benefit accounts. Track balances and transaction history. Capture receipts and e-sign dependent care certification. Access account details and manage transactions.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.