Best Client Access alternatives: apps like Client Access

Whether you want more options like Client Access or a completely different take on the same concept, our curated list of 9+ similar apps has you covered. Updated for 2026 with the latest ratings and comparisons.

Top Alternatives to Client Access

Investor360° by Advisor360°, LLC

Editor's Choice

2.7😞(117 ratings)

Free

Gain a comprehensive view of your entire financial life with real-time data and detailed account breakdowns. Securely communicate with advisors and access your financial information anytime, anywhere.

What We Love

✨ New design appreciated
🚀 Real-time data loading
👍 Mobile friendly interface
😊 Works flawlessly (new version)

Room to Improve

❌ Login loop issues
❌ Cannot log in
❌ App unusable
❌ Limited functionality
❌ Poor UI/UX
❌ Missing features
❌ Inconvenient desktop fallback

LPL Account View by LPL Financial

Strong Contender

4.6😞(4.6K ratings)

Free

Access your LPL accounts securely and conveniently from your mobile device. Monitor your total portfolio, track balances, view transaction activity, and analyze asset allocations. Access account documents and receive daily market updates.

What We Love

💎 Exceptional service
👍 Fantastic app
👍 App works great
👍 Features like mobile deposit

Room to Improve

🐛 Glitchy and difficult to use
🔒 Can't update password
🐛 Crashes upon launch
🔒 Can't log in
🐛 Doesn't work, crashes frequently
🐛 Difficult to use, limited functionality
🐛 Unreliable, crashes too often
🐛 Bugs and glitches
🐛 Slow, clunky, and unstable

Ameriprise Financial by Ameriprise Financial, Inc.

Worth Considering

Track your goals on-the-go

4.9😊(37K ratings)

Free

Manage your finances and connect with your advisor on the go. Track your total asset value, view account details, and monitor your financial goals. Securely share documents, communicate with your advisor, and even sign documents electronically.

What We Love

👍 Fantastic relationship
👍 Very confident with portfolio management
👍 Everything in one place
👍 Family-friendly
👍 Very user-friendly
👍 Fabulous website
👍 Excellent secure website
👍 Great advisor
👍 Flawless app
👍 Impressive app
👍 Excellent help with signing in
👍 Fast service
👍 Simple and easy to use
👍 Functional and easy to use
👍 Comprehensive overview of accounts

Room to Improve

🐛 2FA required every time with Face ID
🐛 Graphs and holdings information not user-friendly
🐛 Total View lags and shows incorrect balances
🐛 App crashes frequently
🐛 Verification codes not received
🐛 Login issues, app not working
🐛 Orientation locked to landscape on iPad
🐛 Difficult to get performance information
🐛 Credit card integration is poor

More apps like Client Access

Edward Jones

View account holdings and performanceConnect external accountsTrack progress toward financial goals

Manage your financial goals and accounts on the go. View holdings, track progress, and securely message your advisor. Deposit checks and transfer funds directly from your device.

(146K)

UBS Wealth Management

by UBS AG

Account and cash managementBudgeting and spending trackingFinancial tools

Manage your finances and investments with a personalized digital experience. Track spending, set budgets, and oversee your UBS-administered equity awards. Designed for existing UBS clients to navigate their financial lives conveniently.

(66K)

Morgan Stanley Wealth Mgmt

by Morgan Stanley

Account managementMobile check depositMoney transfers

Manage your personal finances, access account documents, deposit checks, and transfer money securely. Monitor your accounts, track income and expenses, and connect with your financial advisor. Stay informed with market data and research reports.

(489)

Capital Group PlanPremier401k

Manage your 401k

View retirement income estimatesCheck personal rate of returnManage contribution amounts

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.

(12K)

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Payments & policy access 24/7

Auto-Owners Mobile

Policy managementBill paymentsAutomatic payments

Manage your insurance policies, payments, and claims conveniently on the go. Access ID cards, request roadside assistance, and submit claims with ease. Stay informed with alerts and paperless document options.

(6.9K)

Northwestern Mutual

by Northwestern Mutual

View investment performance and transactionsAccess insurance policy detailsMake premium payments

Manage your financial accounts, view investment performance, and track insurance policy details. Make payments, set up autopay, and monitor your net worth from a centralized location. Securely access your information with biometric authentication.

(12K)