Monitor your investment accounts, track holdings, and view asset allocations with this app. It offers a dashboard summarizing your investments and graphical representations of their value over time. Access is granted to existing online portal users.






10+ similar apps compared and reviewed
Whether you want more options like Bryn Mawr Trust A WSFS Company or a completely different take on the same concept, our curated list of 10+ similar apps has you covered. Updated for 2026 with the latest ratings and comparisons.












Monitor your investment accounts, track holdings, and view asset allocations with this app. It offers a dashboard summarizing your investments and graphical representations of their value over time. Access is granted to existing online portal users.




Manage your bank accounts conveniently on the go with this mobile banking application. It provides quick access to check balances, deposit checks, view transaction history, transfer funds, and pay bills. Locate branches and ATMs easily using your device's GPS.


Manage your finances on the go with this mobile banking app. View balances, pay bills, deposit checks, and transfer funds. Easily locate shared branches and ATMs nationwide for convenient access to your money anytime, anywhere.


Manage your finances on the go with this mobile banking app. Check balances, transfer funds, view transactions, and send secure messages anytime, anywhere. Access branch information and more.


Manage your finances securely from your iPhone. Perform transactions, pay bills, transfer funds, and locate ATMs anytime, anywhere. Requires enrollment in online banking.



