Best apps like Baird Online

10+ similar apps compared and reviewed

4.4 avg rating
10 free apps
Updated August 2026

Baird Online 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.

Top Alternatives to Baird Online

Ameriprise Financial#1

Ameriprise Financial by Ameriprise Financial, Inc.

Editor's Choice
💰 Finance
4.9😊(37K ratings)
Free
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Manage your finances and connect with your advisor on the go. Track investments, view account balances, and securely share documents. Make payments, deposit checks, and stay informed with market news.

What We Love

  • 👍 Fantastic relationship
  • 👍 Very confident with portfolio management
  • 👍 Everything in one place
  • 👍 Family-friendly

Room to Improve

  • 🐛 2FA required every time with Face ID
  • 🐛 Graphs and holdings information not user-friendly
  • 🐛 Total View lags and shows incorrect balances
Capital Group PlanPremier401k#2

Capital Group PlanPremier401k by Empower Retirement, LLC

Manage your 401k
Strong Contender
💰 Finance
4.8😞(11K ratings)
Free
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Manage your employer-sponsored retirement plan, view account details like income estimates and rates of return, and make changes to contributions, investments, and beneficiaries. Access plan forms and upload documents for account updates.

What We Love

  • 👍 User friendly
  • 🚀 Easy to make changes
  • 💡 Allows to review investments and make changes

Room to Improve

  • 🐛 Glitchy, freezes up
  • 🐛 Keeps crashing
  • 🐛 Login doesn't work
Altruist Client#3

Altruist Client by Altruist

The way money should feel.
Worth Considering
💰 Finance
4.8😐(1.5K ratings)
Free
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Manage your investments and track financial advisor progress. View account balances, returns, and transactions. Gain insights into your investment allocations and see exactly what you own.

What We Love

  • 👍 Easy and intuitive to use
  • 🚀 Stable and fast performance
  • 💻 Clean and modern UI
  • 🤝 Excellent personal care and management

Room to Improve

  • 🐛 Crashes and freezes
  • 📱 Compatibility issues with newer OS versions
  • 🔍 Limited functionality and data

More apps like Baird Online

4
Fidelity Investments
Fidelity Investments
Fidelity Investments
Invest, save, plan in one app.
Free

Invest in stocks, ETFs, and cryptocurrencies with professional insights and powerful tools. Manage cash, pay bills, and automate investments. Offers 24/7 support and robust account protection.

Invest in stocks, ETFs, mutual fundsTrade cryptocurrenciesCash management and bill pay
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5
Client Access
Client Access
Client Access
by Raymond James Financial, Inc.
Free

Manage your investment portfolio, transfer funds, and deposit checks securely on your mobile device. Access account balances, market information, and financial documents anytime. It offers a secure vault for storing important papers and provides tools for in-depth financial reviews.

View account balances and investment valuesTransfer funds and deposit checksAccess market information
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American Century Investments
American Century Investments
American Century Investments
Invest for What Matters Most
Free

Manage your investments on the go with this app. Track balances, view performance, make additional investments, and access important documents. It helps you stay informed about market activity and your financial goals.

View account balances and performanceInteractive balance history chartsMake additional investments
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TIAA
TIAA
TIAA
by TIAA
Free

Manage your retirement and brokerage accounts securely with this app. Monitor investments, track fund performance, and trade equities, ETFs, and mutual funds. Set financial goals and access support tools.

Secure login (password, Touch ID, Face ID)Investment and retirement plan managementBrokerage trading (equities, ETFs, mutual funds)
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8
Edward Jones
Edward Jones
Edward Jones
Track your goals on-the-go
Free

Manage your financial goals and accounts from anywhere. View holdings, track progress, and securely communicate with your financial advisor. Deposit checks and transfer funds with ease.

View account holdings and performanceTrack progress toward financial goalsMessage and share documents with team
💰 Finance
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9
Capital Group RKDirect 401k
Capital Group RKDirect 401k
Capital Group RKDirect 401k
Manage your 401k
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Manage your employer-sponsored retirement plan on the go. View account details like balances, rates of return, and transaction history. Make changes to your investments, contribution allocations, and personal information as permitted by your plan.

View account balancesCheck personal rate of returnReview transaction history
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Corebridge
Corebridge
Corebridge
Action is everything.
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Manage your retirement savings and financial goals on the go. Track your progress, make adjustments to your contributions and investments, and access educational resources to improve your financial wellness.

Retirement readiness assessmentPersonalized financial dashboardEasy plan enrollment
💰 Finance
(49)
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