Apps Like Rickey Advisors for iPhone and iPad
Rickey Advisors screenshots
Ranked alternatives
Showing 1–20 of 1,000 ranked alternatives.
EFE
Edelman Financial Engines, LLC
Track accounts and view progress
View and track retirement goals with detailed progress updates. Access total portfolio and account details. Link external accounts to retirement goals. Review activity feeds, quarterly statements, and plan updates.
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.
Bank of America Mobile Banking
Bank of America
View balances, track activity, manage alerts
View account balances and review transaction history. Activate or replace credit and debit cards. Set alerts for account activity. Transfer funds between accounts and pay bills securely. Send and receive money via Zelle using a U.S.
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.
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.
Client Access
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.
Thrivent Financial
Thrivent Financial For Lutherans
Track investments and insurance securely
Monitor investments and insurance products securely. Purchase, redeem, and exchange mutual fund shares. Access statements, tax forms, and bills. Make payments conveniently. Direct Choice Dollars to selected causes. Connect with advisors for guidance.
Empower Personal Dashboard™
Personal Capital Corporation
Track expenses, plan budgets, manage accounts
Manage all financial accounts in one place. View net worth, track investments, and plan for retirement. Set budgets, monitor spending, and receive personalized financial insights. Sync accounts and access real-time market data.
PFG Private Wealth
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.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.