TRUSTtrak app icon

Apps Like TRUSTtrak for iPhone and iPad

View investment accounts on the go.

The app provides users with quick access to portfolio balances and account summaries. It features dashboards with breakdowns and visual graphs, allowing users to track account performance against the market.

by Infovisa, Inc.★ 2.85 ratingsFinanceFreeData updated 2026-10-20

TRUSTtrak screenshots

Ranked alternatives

Showing 1–20 of 1,000 ranked alternatives.

  1. First PREMIER Bank Trust app icon

    First PREMIER Bank Trust

    First PREMIER Bank

    View portfolio balances securely

    View portfolio balances and account summaries on the go. Access investment information securely. Check holdings in dollars or percentages. Track performance metrics. Manage allocations and account details.

    ★ 4.29 ratingsFinanceFreeData updated 2026-09-11
  2. Schwab Mobile app icon

    Schwab Mobile

    The Charles Schwab Corporation

    Invest, trade, and track portfolios

    Manage investments by buying and selling stocks, options, ETFs, and mutual funds. Track portfolio performance and view account balances. Deposit checks via and transfer funds between accounts.

    ★ 4.81,211,179 ratingsFinanceFreeData updated 2026-10-28
  1. Yahoo Finance: Stocks, Markets app icon

    Yahoo Finance: Stocks, Markets

    Yahoo Inc.

    Track , get alerts, and view real-time

    Track portfolio performance and manage crypto assets with a portfolio tool. Follow , ETFs, or crypto for real-time quotes and personalized . Set alerts for market updates and investment insights.

    ★ 4.8625,609 ratingsFinanceFreeData updated 2026-09-08
  2. Ameriprise Financial app icon

    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.

    ★ 4.936,692 ratingsFinanceFreeData updated 2026-09-08
  3. Edward Jones app icon

    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.

    ★ 4.8139,128 ratingsFinanceFreeData updated 2026-09-08
  4. Vanguard: Save, Invest, Retire app icon

    Vanguard: Save, Invest, Retire

    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.

    ★ 4.6177,567 ratingsFinanceFreeData updated 2026-10-28
  5. Merrill Edge app icon

    Merrill Edge

    Merrill Lynch

    Manage accounts and investments conveniently anytime.

    The app allows users to manage their accounts and investments, view market data, deposit checks, transfer money, and pay bills. It also provides educational resources for investing and planning for life events.

    ★ 4.6130,054 ratingsFinanceFreeData updated 2026-09-17
  6. FNBO app icon

    FNBO

    First National of Nebraska, Inc

    View balances, track transactions

    View account balances and transaction history. Deposit checks remotely. Send and receive money via Zelle. Lock and unlock cards securely. Receive real-time account alerts. Track scheduled and recent payments.

    ★ 4.844,931 ratingsFinanceFreeData updated 2026-09-15
  7. MyOCCU Mobile Banking app icon

    MyOCCU Mobile Banking

    Oregon Community Credit Union

    Access accounts deposit checks transfer funds.

    The app allows users to access accounts, deposit checks, transfer funds, and pay bills. Users can also locate branches and ATMs, manage account activity with notifications, and view balances quickly.

    ★ 4.829,139 ratingsFinanceFreeData updated 2026-09-26
  8. LPL Account View app icon

    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.

    ★ 4.64,229 ratingsFinanceFreeData updated 2026-09-15
  9. Georgia's Own Credit Union app icon

    Georgia's Own Credit Union

    Georgias Own Credit Union

    View accounts, make transfers, deposit checks.

    The app allows users to view accounts, make transfers, and deposit checks. Users can also locate branches or ATMs and pay bills with 128-bit security encryption.

    ★ 4.852,647 ratingsFinanceFreeData updated 2026-09-16
  10. Apple Federal Credit Union app icon

    Apple Federal Credit Union

    Apple Federal Credit Union

    Access accounts anytime, anywhere easily.

    The app offers account access for personal and business use. Users can check balances, transfer funds, view history, make payments, deposit checks, pay bills, and apply for loans.

    ★ 4.946,120 ratingsFinanceFreeData updated 2026-09-17
  11. Truliant app icon

    Truliant

    Truliant Federal Credit Union

    Manage finances right at fingertips.

    The app provides account management, allowing users to check balances, transfer funds, and deposit checks. It also facilitates opening new accounts, applying for loans, and managing bills directly within the application.

    ★ 4.831,949 ratingsFinanceFreeData updated 2026-09-19
  12. ABNB Mobile app icon

    ABNB Mobile

    ABNB FEDERAL CREDIT UNION

    Access accounts anytime, anywhere, securely.

    The app provides 24/7 mobile account access, allowing users to view balances and transaction history. Users can transfer money, pay bills, find nearby locations, and send payments to contacts.

    ★ 4.813,860 ratingsFinanceFreeData updated 2026-10-10
  13. Citizens Access app icon

    Citizens Access

    Citizens Bank, N.A.

    Accounts, view statements, transfer funds

    Account summaries, statements, and transaction history at any time. Transfer funds in and out of accounts. View secure 24/7 to CD and Savings accounts.

    ★ 4.89,363 ratingsFinanceFreeData updated 2026-09-06
  14. SAFE Federal Credit Union app icon

    SAFE Federal Credit Union

    SAFE Federal Credit Union

    Check balances, view transactions, transfer funds, pay

    Check account balances and view recent transactions. Transfer money between accounts and pay bills. Locate ATMs and branch locations. Access funds securely from a mobile device.

    ★ 4.89,225 ratingsFinanceFreeData updated 2026-09-18

How we rank alternatives

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