Access brokerage accounts on mobile.
The app provides access to user accounts across various brokerage companies. It can be white-labeled to reflect a client's identity and theme for financial institutions.
Showing 81–100 of 1,000 ranked alternatives.
MCT Credit Union
Aggregate accounts, track spending, manage budgets
Aggregate financial accounts from multiple institutions into one dashboard. View transactions, add tags and notes, and attach receipts or check photos. Set balance alerts and manage budgets. Export statements and schedule payments.
Mid American Credit Union
Aggregate accounts in one place
Aggregate financial accounts from multiple institutions into one dashboard. View balances, transaction history, and account details. Set balance alerts and make payments to companies or individuals. Transfer funds between accounts and manage budgets.
Think Mutual Bank
Aggregate accounts, track expenses, manage budgets
Aggregate financial accounts from multiple institutions into one dashboard. View transactions, add tags and notes, and attach receipts or check photos. Set alerts for spending thresholds and account activity. Manage budgets and track expenses.
Security Credit Union
Aggregate accounts, view balances, manage transactions
Aggregate financial accounts from multiple institutions into one dashboard. View transaction details, add tags and notes, and attach receipt photos. Set alerts for account activity. Manage balances, transfer funds, and pay bills.
WestStar Credit Union
Aggregate accounts in one place
Aggregate financial accounts from multiple institutions into one dashboard. View transactions, add tags and notes, and attach receipt photos. Set alerts for account activity. Transfer funds between accounts. Pay bills and manage budgets.
The Dime Bank
Aggregate accounts, track expenses, manage budgets
Aggregate financial accounts from multiple institutions into one dashboard. Track transactions with tags, notes, and receipt photos. Set balance alerts and receive notifications. Manage budgets and monitor spending patterns.
Oklahoma Employees Credit Union
Add accounts, track balances, schedule payments, transfer
Manage finances with deposit features, budget creation, payment scheduling, and fund transfers. Check balances and link accounts from other financial institutions for consolidated account management. Set security preferences and monitor transactions.
Fidelity Bank & Trust
Aggregate accounts in one place
Aggregate financial accounts from multiple institutions into one view. Track transactions with tags, notes, and receipt photos. Set alerts for spending or balance changes. Transfer funds between accounts. View spending trends and budget summaries.
Union Bankshares, Inc.
Check balances, transfer funds, manage accounts
Check account balances and recent transactions. Transfer funds between accounts. Deposit checks via photo. Pay bills and send money to contacts. Review messages and access account information from devices.
Webster Five Cents Savings Bank (Inc)
Aggregate accounts in one place
Aggregate financial accounts from multiple institutions into one dashboard. View balances, transaction history, and account details. Set balance alerts and schedule payments. Transfer funds between accounts. Manage bills and track spending patterns.
Western Cooperative Credit Union
Aggregate accounts in one place
Aggregate financial accounts from multiple institutions into one dashboard. View transaction history, add tags and notes to transactions, and attach receipts or check photos. Set up alerts and manage account settings.
Vystar Credit Union
Manage bills, transfer funds, and track transactions
Manage accounts by showing or hiding them and editing nicknames. Set up and manage bill pay and alerts. Transfer funds between accounts and financial institutions. Search and download transaction history.
Crews Bank &Trust
Aggregate accounts in one place
Aggregate financial accounts from multiple institutions into one dashboard. View transactions, add tags and notes, and attach receipt photos. Set balance alerts and manage spending habits with budgeting tools.
TradeGrub LLC
Invest in stocks and track your portfolio
Set up investment accounts with free trading courses and limited trades. Access free insights and integrate with popular brokerage accounts and crypto exchanges. Track investments and receive educational resources for beginners.
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