Best 1St Choice Financial Services Apps

194+ iOS apps curated and reviewed

4.7 avg rating
20 free apps
Updated June 2026

The best 1st choice financial services apps on iPhone average 4.7โ˜… across 194+ titles โ€” we've ranked them by what real users actually keep on their phones. Updated June 2026.

Top Picks for 1St Choice Financial Services

Brightside Financial#2

Brightside Financial by Brightside Benefit, Inc

Financial Care starts here
Strong Contender
๐Ÿ’ฐ Finance
4.6๐Ÿ˜ž(1.4K ratings)
FreeAds
Brightside Financial screenshot 1
Brightside Financial screenshot 2
Brightside Financial screenshot 3
Brightside Financial screenshot 4

This app offers on-demand financial assistance and tailored solutions to improve users' financial health. It provides comprehensive support around the clock, helping individuals manage debt, save money, and navigate financial challenges through a blend of human insight and technology.

What We Love

  • ๐Ÿš€ Quick and easy to use
  • ๐Ÿ‘ Helpful financial assistance
  • ๐Ÿ’ก Useful features for Amazon employees
  • ๐Ÿค Great customer service

Room to Improve

  • ๐Ÿ› Frequent app crashes and glitches
  • ๐Ÿ”’ Login and access issues
  • โš ๏ธ Unreliable app performance
Ameriprise Financial#3

Ameriprise Financial by Ameriprise

Worth Considering
๐Ÿ’ฐ Finance
4.9๐Ÿ˜Š(37K ratings)
Free
Ameriprise Financial screenshot 1
Ameriprise Financial screenshot 2
Ameriprise Financial screenshot 3
Ameriprise Financial screenshot 4
Ameriprise Financial screenshot 5

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

  • ๐Ÿ‘ Fantastic relationship
  • ๐Ÿ‘ Very confident with portfolio management
  • ๐Ÿ‘ Everything in one place
  • ๐Ÿ‘ Family-friendly

Room to Improve

  • ๐Ÿ› 2FA required every time with Face ID
  • ๐Ÿ› Graphs and holdings information not user-friendly
  • ๐Ÿ› Total View lags and shows incorrect balances

More 1St Choice Financial Services apps to explore

4
BPAS University
BPAS University
BPAS University
The Road to Financial Security
Free

This app simplifies retirement and benefit planning with educational resources and tools. Access a virtual classroom, savings calculators, and risk assessment to optimize your financial future. Learn about investing, health savings accounts, and more to achieve financial security.

Virtual classroom with educational multimediaSavings calculators and planning guidesSocial Security estimates
๐Ÿ“š Education
(1.6K)
free
5
Wealthfront: Save and Invest
Wealthfront: Save and Invest
Wealthfront: Save and Invest
Saving, investing, stocks.
Free

This app offers a high-yield cash account, automated investing with expert-built portfolios, and commission-free stock trading. It provides a consolidated view of your finances to help you build wealth and plan for retirement.

High-yield cash account with APYAutomated ETF portfoliosCommission-free stock and ETF investing
๐Ÿ’ฐ Finance
(17K)
free with in-app purchases
6
Betterment Invest & Save Money
Betterment Invest & Save Money
Betterment Invest & Save Money
Investments & Cash Accounts
Free

Automated investing and savings app to build long-term wealth and reach financial goals. Offers expert-built portfolios, high-yield cash accounts, and tools for self-directed investing. Start with as little as $10.

Automated investing and savingsExpert-built diversified portfoliosHigh-yield cash accounts
๐Ÿ’ฐ Finance
(63K)
free with in-app purchases
7
NetBenefits
NetBenefits
NetBenefits
Fidelity workplace benefits
Free

Manage your Fidelity workplace benefits, including retirement savings, stock options, health insurance, and HSAs. Track account balances, investments, and expenses. Plan for your future with personalized tools and educational resources.

Manage retirement savingsAccess stock optionsView health insurance details
๐Ÿ’ฐ Finance
(29K)
free
8
Voya
Voya
Voya
by Voya Services Company
Free

Manage your entire financial life from one secure app. Track retirement, health savings, and investment accounts, alongside external banking and credit card information. Receive personalized guidance and access interactive tools to help you achieve your financial goals.

All-in-one account aggregationPersonalized financial guidanceRetirement income modeling
๐Ÿ’ฐ Finance
(187K)
free
9
OneAmerica Retirement
OneAmerica Retirement
OneAmerica Retirement
OneAmerica Retirement Services
Free

Manage your retirement accounts on the go with this intuitive app. Access financial wellness resources, view your balance, and make changes to contributions and investments. Supports English and Spanish, with robust security measures.

Retirement account managementFinancial wellness resourcesBiometric login
๐Ÿ’ฐ Finance
(8.4K)
free
10
EFE
EFE
EFE
Your Investment Advisor
Free

Access your financial accounts and track progress toward your goals. View your portfolio, link external accounts, and connect with an advisor or planner. Review statements and plan updates for a comprehensive financial overview.

Track retirement goal progressView total portfolio and account detailsLink outside accounts
๐Ÿ’ฐ Finance
(7.4K)
ad-supported
11
Beyond Finance
Beyond Finance
Beyond Finance
by Beyond Finance Inc.
Free

Track your financial program's progress and view enrolled accounts. Connect with your Client Success Team for support and receive personalized financial tips to inspire your journey.

Review program progressView enrolled accountsConnect with Client Success Team
๐Ÿ’ฐ Finance
(18K)
free
12
MissionSquare Retirement
MissionSquare Retirement
MissionSquare Retirement
by ICMA-RC
Free

Manage your retirement accounts and investments on the go. Track your progress towards savings goals, access personalized financial education, and view all your account details in one place.

View account balances and activityManage investments and contribution allocationSet retirement savings goals
๐Ÿ’ฐ Finance
(1.1K)
free
13
My Retirement
My Retirement
My Retirement
by Nationwide Mutual Insurance Company
Free

Access your employer-sponsored retirement plan on the go. View account balances, asset breakdowns, and manage contributions. Plan your retirement readiness with integrated financial planning tools.

Account balance viewingAsset class breakdownsContribution management
๐Ÿ’ฐ Finance
(23K)
free
14
Start Right Retire Right
Start Right Retire Right
Start Right Retire Right
by BOK Financial Corporation
Free

Access and manage your retirement plan details conveniently from your iPhone. Track your account balance, rate of return, and key plan features securely on the go.

Check account balanceView recent activityTrack rate of return
๐Ÿ’ฐ Finance
(4.2K)
free
15
Thrivent Financial
Thrivent Financial
Thrivent Financial
Manage your money with purpose
Free

Manage your investments, insurance, and bills securely on the go. Access important documents, make payments, and direct funds to causes you care about. Connect with your financial advisor for personalized advice.

Monitor investments and insurancePurchase, redeem, and exchange mutual fundsAccess statements and tax forms
๐Ÿ’ฐ Finance
(748)
ad-supported
16
J.P. Morgan Retirement Link
J.P. Morgan Retirement Link
J.P. Morgan Retirement Link
J.P. Morgan Retirement Link
Free

Securely access your retirement account anytime, anywhere. Track your progress towards your retirement goal, manage investments, and research loan details. Enhanced security features protect your personal information.

Retirement plan registration and enrollmentView account balances and progressModify contributions, asset allocations, and beneficiaries
๐Ÿ’ฐ Finance
(4.2K)
free
17
Principalยฎ
Principalยฎ
Principalยฎ
Retire on your terms.
Free

Manage your retirement savings and financial goals from your mobile device. Track account balances, adjust contributions, and access educational resources to improve your financial confidence. Tools are available to help you assess your progress towards retirement.

View account balancesRoll over fundsChange contributions
๐Ÿ’ฐ Finance
(228K)
free with in-app purchases
18
Five Lakes
Five Lakes
Five Lakes
by Sergio Rabiela
Free

Track your financial program's progress and view enrolled accounts. Connect with a dedicated client success team for support and receive personalized financial tips and inspiration.

Program progress reviewEnrolled account managementClient Success Team connection
๐Ÿ’ฐ Finance
(4.4K)
free
19
Domain Money
Domain Money
Domain Money
Your finances, handled for you
Free

Receive personalized financial plans and expert guidance from certified professionals. This app offers custom strategies for every life stage, with clear, actionable steps and bank-level security.

Expert financial guidanceCustom financial plansActionable steps
๐Ÿ’ฐ Finance
(294)
free with in-app purchases
20
Financial Finesse
Financial Finesse
Financial Finesse
Your Financial Wellness Hub
Free

This app acts as a personal financial coach, offering a wellness score, personalized action plans, and access to virtual and human coaches. It provides step-by-step guides for major life events and helps users reduce financial stress.

Financial Wellness Scoreโ„ขPersonalized action plansVirtual financial coach (Aimeeโ„ข)
๐Ÿ’ฐ Finance
(9)
free