Best Accountview Lpl Apps

Alinea: Automated Investing

Expert Portfolios, AI Insights

Free

Learn how to invest and build wealth with our personalized investing app. Let us handle the investing while you watch your wealth grow.

Capital Group PlanPremier401k

Manage your 401k

Free

This app is designed for American Funds PlanPremier participants to manage their 401k accounts. Users can view key account details, make account changes, access forms, and utilize various account management tools.

T. Rowe Price Personal®

INVEST WITH CONFIDENCE®

Free

Track your financial goals with a secure mobile app that helps you manage your retirement savings with features like viewing account activity, balances, and asset allocation. Invest with confidence and take control of your financial future.

AlRajhi Capital

Invest with expertise

Free

"Access all your investment needs in one platform with a user-friendly app. Buy and sell stocks in Tadawul Saudi Market, invest in global markets, and explore a wide selection of mutual funds for various investment options. Whether you're new or experienced, our app is designed for easy navigation and informed decision-making. Get started today!"

NetBenefits

Fidelity workplace benefits

Free

Manage all your Fidelity workplace benefits in one place with this app. View retirement savings, manage HSA expenses, access educational materials, and stay secure with advanced security measures. Take control of your financial well-being today.

Schwab Mobile

Own your tomorrow®

Free

This app helps you manage your finances on the go, offering features such as trading stocks, ETFs, and more, secure login options, real-time market data, customizable watchlists, and mobile check deposits. Take charge of your financial future today!

Wealthscape Investor℠

by National Financial Services LLC

Free

Access your managed brokerage accounts with ease using this app, featuring advanced security measures like biometric login and two-factor authentication. Enjoy convenient self-service capabilities and access account information effortlessly, including statements, tax forms, and more. To get started, contact your financial institution to enroll in Wealthscape Investor or Online Brokerage.

EFE

Your Investment Advisor

Free

Access your account information quickly and easily with EFE, your personal investment advisor. Stay on top of your financial goals and track your progress effortlessly. Download now for seamless account management.

Wealthscape℠

by National Financial Services LLC

Free

Access critical brokerage information, manage client accounts, and stay informed on market updates with the Wealthscape℠ mobile app. Enjoy advanced security features like biometric login and two-factor authentication for a secure experience. For investment professionals only.

Client Access

by Raymond James Financial, Inc.

Free

Access your accounts with ease using our app - securely view balances, manage investments, transfer funds, deposit checks, access market info, view documents, and utilize client tools, all optimized for mobile. Stay on top of your financial portfolio anytime, anywhere.

iConnections LLC

The Alts Industry Network

Free

Connect with a global investment community to access unique opportunities easily. Schedule video meetings, share documents, and track interactions in a secure and information-rich environment. Join iConnections today to invest in progress.

Willow Wealth

Private markets investing

Free

Unlock access to alternative investments traditionally reserved for the 1% with a platform that offers diversification through unique access to private equity, venture capital, crypto funds, art, real estate, and more. Yieldstreet's investment team partners with specialists to assess and evaluate investments, with impressive statistics including $3.5 billion invested, $2 billion in principal and interest paid, 300 fully repaid deals, and a 9.6% realized net annualized return. Invest in private markets your way with individual offerings, the Alternative Income Fund, a FDIC-insured Wallet, and IRAs for tax-efficient investing. Discover more at yieldstreet.com.

Canopy Client Portal

Secure client interactions

Free

This application provides a secure platform for clients to interact with their accountants, enabling easy file sharing, task management, file uploads, and direct communication with accountants. Streamlining client-accountant interactions for a more efficient process.

Redtail CRM

by Redtail Technology, Inc.

Free

Access your day-to-day client information, calendar, and CRM tools with the mobile app designed for financial advisors. Stay connected to clients, manage activities, contacts, and opportunities on-the-go. Take advantage of a 30-day free trial and experience seamless client servicing anytime, anywhere.

Snowball X

Market information platform

Free

Snowball X is a professional financial data service platform that offers real-time market quotes, interactive communication, and diverse analysis tools to help investors make informed decisions and stay ahead in the market. Stay informed, seize opportunities, and join the professional investor community. Call to action: Contact Snowball X for a superior investment experience.

Altruist Client

The way money should feel.

Free

An app that helps you manage investments and stay in touch with your financial advisor, providing key metrics, transaction updates, and detailed investment insights. Take control of your financial life and download the app today.

QuestMobile: Invest & Trade

Invest and trade stocks/ETFs

Free

An investment application that enables users to research stocks, track their investments, and stay up-to-date with market trends. Start managing your investments smarter today with QuestMobile!