Access and manage your investment accounts on the go with enhanced security. View detailed reports, portfolio snapshots, and account documents. Requires an existing Client Access Site profile with Two-Factor-Authentication enabled.



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Whether you want more options like Canchek or a completely different take on the same concept, our curated list of 6+ similar apps has you covered. Updated for 2026 with the latest ratings and comparisons.








Access and manage your investment accounts on the go with enhanced security. View detailed reports, portfolio snapshots, and account documents. Requires an existing Client Access Site profile with Two-Factor-Authentication enabled.






Manage your self-directed investment account with instant access to account details, investment updates, and transaction history. Features enhanced login options and swift navigation for a seamless user experience.




Access your brokerage accounts, view asset balances, and check market quotes and details. This tool provides market information and asset allocation for independent investors to capitalize on opportunities.


This platform leverages AI to assist geoscientists in mineral exploration, accelerating discovery with confidence. It also offers a tool to seamlessly present exploration results and 3D models to stakeholders, turning data into discoveries.