Access your investment accounts securely on the go. View statements, balances, holdings, and account activity. Deposit checks, pay bills, and access market research.
1.6(66 ratings)
Free
Best apps like BNY Mellon Private Banking
30+ similar apps compared and reviewed
3.8 avg rating
10 free apps
Updated July 2026
Whether you want more options like BNY Mellon Private Banking or a completely different take on the same concept, our curated list of 30+ similar apps has you covered. Updated for 2026 with the latest ratings and comparisons.
Top Alternatives to BNY Mellon Private Banking
4.8(36 ratings)
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This app helps you achieve financial freedom by prioritizing savings before expenses. It offers a unique savings platform to build wealth, create passive income streams, and track your progress with personalized insights and guidance from a financial strategist. Join a community focused on breaking free from financial anxiety.
PAS NetXi by The Guardian Life Insurance Company of America
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2.6(36 ratings)
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Manage your investment portfolio efficiently on the go. Access account information, view real-time quotes, and place trades. Stay connected to your financial world from your iPhone or iPad.
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Bessemer Trust
Secure Mobile Account Access
Free
Access your financial accounts securely on your mobile device. View account balances and details, deposit checks remotely, and communicate directly with your financial team. Enjoy peace of mind with robust security measures.
Check account valuesReview account detailsDeposit checks remotely
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NetXInvestor™ Mobile
by Pershing, LLC
Free
Manage your investment portfolio on the go with this app. Access account balances, holdings, transaction history, and place trades for equities and mutual funds. Features include mobile check deposit, biometric login, and push notifications.
Account balances and holdingsTransaction historyOrder status
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free6
Stifel Bank
by Stifel Financial Corp.
Free
Manage your Stifel Bank accounts conveniently from your mobile device. View balances, transactions, transfer funds, deposit checks, and pay bills securely. Access requires Stifel Bank Online Banking credentials.
View account balancesReview recent transactionsTransfer funds
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GS PWM
Wealth Management
Free
Manage your Goldman Sachs Private Wealth Management or Ayco accounts on the go. View portfolio performance, initiate transfers, and stay updated with market insights. Designed for existing clients to access their financial information securely.
View portfolio market valueTrack investment resultsInitiate transfers
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free8
HSBC Private Bank US
Stay connected to your wealth
Free
Access and manage your US investments, view portfolio activity, and track transactions on the go. Get key information on holdings, asset classes, and outstanding loans. View statements and advices easily.
View US investment informationAccess portfolio valuationsUnderstand asset class exposure
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free9
SVB Private Bank
by Silicon Valley Bank
Free
Manage your finances conveniently from your mobile device. Access account balances, view transactions, and perform essential banking tasks like transfers, stopping payments, and bill payments.
View account balancesView transactionsPerform transfers
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Beacon Community Mobile
by Beacon Community Bank
Free
Consolidate all your financial accounts into one organized view. Track balances, transaction history, and spending averages. Receive alerts for low funds and upcoming bills to make smarter financial decisions.
Multi-account aggregationTransaction history and spending averagesAlerts for low funds and upcoming bills
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free with in-app purchases