Fidelity Charitable vs SSWP Client Access
Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.
Fidelity Charitable
Manage your charitable giving on the go. This app allows you to open a Giving Account, recommend grants to your favorite organizations, and track the status of your contributions and future recommendations. It also provides tools to manage your investment selections and account details.
- Open a Giving Account
- Recommend grants
- Monitor grant status
- View investment selections
- Set up recurring grants
- Nominate NPO Successor
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The free Fidelity Charitable ® app lets you: --Open a Giving Account --Recommend grants --Monitor the status of grants and contributions --See future one-time and recurring grant recommendations Easy ways recommend a grant; --From a list of previously supported organizations --By looking up a new organization --Set up future, one-time, or recurring grant recommendations Other convenient features: --View your current Giving Account investment selections. --Change Giving Account name --NPO Successor Nomination To learn more about Fidelity Charitable, go to FidelityCharitable.org. Fidelity Charitable is the brand name for the Fidelity Investments® Charitable Gift Fund, an independent public charity with a donor-advised fund program. Various Fidelity companies provide services to Fidelity Charitable. The Fidelity Charitable logo is a service mark, and Fidelity Charitable and Fidelity are registered service marks, of FMR LLC, used by Fidelity Charitable under license. Giving Account is a registered service mark of the Trustees of Fidelity Charitable. Fidelity Charitable Privacy Policy: https://www.fidelitycharitable.org/legal/privacy-policy.html
SSWP Client Access
Access your complete financial overview, track portfolio performance, and download reports. Connect directly with your financial advisor through this convenient mobile platform.
- View financial picture
- Access portfolio
- Download performance reports
- Connect with advisor
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View your financial picture, right at your fingertips — the SageSpring Wealth Partners mobile app makes it easy to access your portfolio, download performance reports, and connect with your advisor.
Screenshots
Verdict
The clearest difference is rating: SSWP Client Access at 5.0 against Fidelity Charitable's 3.6. SSWP Client Access also leads on monetization model (free vs free with in-app purchases) and iOS requirement (15.5 vs 17.0). Fidelity Charitable's advantage is ratings volume (24 vs 5). On price, update cadence, ads and in-app purchases there is nothing between them.
Scored on Price · Rating · Positive reviews · Number of ratings · Update frequency · Ads · In-app purchases · Monetization · Best chart rank · Devices · Requires iOS
Both are free to download. Neither carries in-app purchases, so what you see is what you pay.
SSWP Client Access holds the better App Store score, 5.0 against 3.6. Both are backed by a comparable volume of ratings — 24 and 5 respectively.
Fidelity Charitable ships an update every 5 weeks, SSWP Client Access every 2 months. Both last shipped on October 24, 2026.
| Parameter | Fidelity Charitable | SSWP Client Access |
|---|---|---|
| Price | Free | Free |
| Rating | 3.6 (24 ratings) | 5.0 (5 ratings) — better |
| Positive reviews | 22.6% of reviews | — |
| Number of ratings | 24 — better | 5 |
| Update frequency | Every 5 weeks — better | Every 2 months |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | Free with in-app purchases | Free — better |
| Devices | iPhone, iPad | iPhone, iPad, iPod — better |
| Requires iOS | 17.0 | 15.5 — better |
| Further details — not scored | ||
| Size | 222 MB | 141 MB |
| Age rating | 4+ | 4+ |
| Developer | Fidelity Investments | SageSpring Wealth Partners, LLC |
Customer experience
Fidelity Charitable
SSWP Client Access
Bugs and requests
Fidelity Charitable
Reported bugs
38 issues- Latest update crashes immediately after launch
- App crashes immediately after launch
- App references to update which doesn’t work in App Store
- Feedback screen hangs
- Current version crashes
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- Not able to log in
- App no longer working
- Broken login
- Can’t log in
- Face ID not available
- Stuck in security credentials step
- Feedback screen is blank
- Update lost my password
- App doesn’t recognize login credentials
- Login prob
- App errors out when retrieving accounts
- App Stopped Working!
- App errors out
- App Hangs on User Agreement page
- Constantly forgets who I am
- Next to impossible to sign in using fingerprint
- App NOT Working
- Cannot activate FaceID
- Submit button in Feedback section not working
- Touch ID broken
- Crashes on open
- App crashing after TouchID login
- Login issues
- App blows up on login
- Crashes consistently upon loading
- Crashing on login
- Can't get past login screen
- App crashes after login attempt
- App freezes when scheduling future or recurring grants
- Not ready for prime time
- Stopped working with latest upgrade
- Keyboard will not disappear
- App won't accept user ID and password
Requested features
9 requests- Update the green “Contribute” button to match the main Fidelity app style and rename it “Transact.”
- Tapping “Transact” should open a simple menu that lets users contribute or donate from any page
- Allow editing scheduled/recurring donations within the app
- Let me invest in FBTC, the Fidelity Bitcoin Trust
- Add Touch ID support
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- Add ability to grant from a specific fund like you are able to do online
- Add the full website capability in the app, most importantly document manager (confirmations, statement and check images)
- See history of donations to a charity within the app
- Ability to contribute to my account from the app
SSWP Client Access
Not enough reviews yet to summarise bugs or requests.
In-app purchases
Fidelity Charitable
No in-app purchases
SSWP Client Access
No in-app purchases
Questions
Is Fidelity Charitable free?
Is SSWP Client Access free?
Which has better reviews, Fidelity Charitable or SSWP Client Access?
Do Fidelity Charitable or SSWP Client Access have ads?
Which is updated more often, Fidelity Charitable or SSWP Client Access?
Other comparisons
