Access your investment portfolio and financial data through a secure online portal. View net worth, holdings, transactions, and asset allocation. Customize your views with custom account groups and enjoy robust security features.






10+ similar apps compared and reviewed
Accel WM Mobile is great, but it's not the only option. Explore 10+ similar apps for iPhone and iPad, each reviewed and rated by real users. Find free alternatives, premium upgrades, and hidden gems.






Access your investment portfolio and financial data through a secure online portal. View net worth, holdings, transactions, and asset allocation. Customize your views with custom account groups and enjoy robust security features.




Manage and eliminate your debt with a clear system. Track your progress visually, simulate payoff strategies, and receive smart insights to help you achieve financial freedom faster. Stay organized with payment reminders and detailed schedules.



Deposit checks remotely using your smartphone or tablet. Simply take a photo of your check and upload it for electronic deposit into your business account. Requires enrollment in Remote Deposit Capture as a Cedar Rapids Bank & Trust business client.


Aggregate all your financial accounts, including those from other institutions, into a single, up-to-the-minute view. Manage personal finances with tools for organization, alerts, and secure debit card control.


Access and view your financial account balances, statements, and connect with your wealth advisors. Plan for your financial future with tools to manage your investments.


Manage your finances securely from your mobile device. Quickly access accounts, review transactions, transfer funds, and deposit checks. Set up custom alerts for balances, transactions, and security.




Manage your finances effortlessly with this app. Organize transactions with tags and notes, set balance alerts, and make payments or transfers. Deposit checks with a photo, manage your debit card, and aggregate all your financial accounts in one secure place.


Manage and optimize your stock portfolio with real-time data and a comprehensive overview of your investments. This app offers a user-friendly interface to track gains, losses, and overall value, helping you make informed decisions.


Manage your business finances on the go with this mobile banking app. Monitor accounts, deposit checks, transfer funds, and handle bill payments securely from your device.