Showing 21–40 of 1,000 ranked alternatives.
PFG Private Wealth Management, LLC
Access your portfolio and financial plan anytime
Track portfolio balances, performance, and transactions with real-time updates. Monitor financial goals and progress toward retirement, savings, and other objectives.
Equitable Financial Services, LLC
Manage accounts, view history, access documents
Access accounts using FaceID or TouchID. View all accounts in one place. Access up to seven years of documents. Review balances and activity. Adjust investment options. Update personal information. Schedule transactions.
Atlantic Union Bank
Track investments and view holdings
View investment holdings, asset allocations, and transaction history. Access a dashboard showing account balances, market value, and investment breakdowns. Track performance with visual charts and graphs.
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.
Interactive Brokers LLC
Monitor markets and place trades
Monitor market activity with real-time quotes, charts, and market scanners. Place standard orders and complex option spreads. View delayed quotes without registration or account setup.
Merrill Lynch
Manage accounts and check balances
Manage accounts by checking balances, detailed holdings, and transaction history. Update investment contributions and request loans or withdrawals. View interactive account summaries and graphics. Access financial information and documents securely.
SEI Investments Management Corporation
Access accounts with biometrics
Access accounts with biometric login via Face ID or TouchID. Receive push notifications for new messages and documents. Scan physical documents using the camera to create formatted files.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.