Best apps like Edward Jones

4.9😊(37K ratings)

Free

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
👍 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

Auto-Owners Mobile by Auto-Owners Insurance

Payments & policy access 24/7

Strong Contender

4.7😞(4.8K ratings)

Free

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.

What We Love

👍 Clean and intuitive user interface design
📋 Easy access to policy documents and information
💳 Convenient bill payment functionality
📱 Fingerprint/Face ID authentication available
🎯 Comprehensive policy management in one place
📊 Real-time claim status updates

Room to Improve

🐛 Persistent login failures and spinning loading screens
❌ Only displays auto policies, not all policy types
⚠️ Frequent app crashes and freezing
📱 Incompatible with older iOS versions and devices
🔄 Requires forced redirects to app from web browser
⚡ Poor offline connectivity detection
🚫 Cannot print or export documents
💾 No ability to save documents outside the app
🔐 Confusing error messages without clear guidance
⏱️ Extremely slow loading times
🔧 Broken payment processing and autopay functions
🌍 Geo-blocking prevents access outside USA

Client Access by Raymond James Financial

Worth Considering

4.0😐(155 ratings)

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.

What We Love

👍 Easy to use interface
🚀 Fast performance and quick access to information
📊 Comprehensive account and portfolio information
🔒 Secure authentication options (Face ID, Touch ID)
📱 Mobile check deposit feature works well
💼 Good integration with financial advisor services
🎨 Clean, modern design (in recent updates)
⚡ Customizable dashboard and account views

Room to Improve

🐛 Persistent login issues and authentication failures
🐛 App crashes and freezes frequently
📉 Lacks data visualization and charting capabilities
📊 Missing critical portfolio information and metrics
🔍 Poor search functionality (app not discoverable by bank name)
📱 Inadequate mobile responsiveness and horizontal scrolling issues
⏱️ Scheduled maintenance during active business hours
🔐 Face ID and Touch ID frequently broken or greyed out
📋 Cannot view historical performance data or trends
🚫 Limited trading capabilities compared to competitors
🐛 Inconsistent app behavior across devices
📄 Headers not frozen when scrolling through data
🔧 Poor customer support and ticket tracking

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by Elan Financial Services

Elan Credit Card

Secure login with username/password, fingerprint, or Face IDView account balance, transactions, and available creditMake one-time payments and set up AutoPay

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