Best Advisor Mobile Apps

217+ iOS apps curated and reviewed

4.6 avg rating

20 free apps

Updated June 2026

From beginner-friendly picks to power-user tools, our advisor mobile list covers 217+ iPhone apps updated through June 2026. Compare ratings, prices, and screenshots in one place.

Top Picks for Advisor Mobile

#1

Advisor Mobile by mydesq AG

Editor's Choice

💰 Finance

0.0(0 ratings)

Free

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#2

Client Access by Raymond James Financial, Inc.

Strong Contender

💰 Finance

4.0😐(154 ratings)

Free

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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)

Room to Improve

🐛 Persistent login issues and authentication failures
🐛 App crashes and freezes frequently
📉 Lacks data visualization and charting capabilities

#3

Ameriprise Advisor Deposit by Ameriprise

Worth Considering

💰 Finance

4.6(81 ratings)

Free

Ameriprise Advisor Deposit screenshot 1

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This application is designed exclusively for Ameriprise Financial Advisors and their staff. It streamlines the process of depositing checks directly into client accounts. Access requires valid Ameriprise credentials.

More Advisor Mobile apps to explore

Tripadvisor: Plan & Book Trips

Tripadvisor: Plan & Book Trips

Hotels, Restaurants, Tours

Discover destinations, plan trips, and book hotels and tours with recommendations from millions of travelers. Earn rewards on bookings and activities, and organize your itineraries all in one place.

Millions of traveler reviewsBook hotels and experiencesEarn Trip Cash rewards

Field & Main Mobile

Field & Main Mobile

by Field & Main Bank

Manage your finances conveniently from your mobile device. This app offers a fast and secure way to access your accounts, deposit checks, make payments, and set up transfers. Customize your dashboard and receive alerts to stay on top of your financial status.

Customizable dashboardsTransaction tagging and notesMobile check deposit

CitiBusiness® Mobile

CitiBusiness® Mobile

CitiBusiness Online Mobile App

Manage your commercial accounts conveniently from your mobile device. Access your accounts securely anytime, anywhere, with features like mobile check deposit, balance monitoring, and transaction approvals. It simplifies business banking on the go.

Mobile check depositAccount balance monitoringInitiate payments and transfers

SIMPLE Mobile My Account

SIMPLE Mobile My Account

by Tracfone Wireless Inc.

Manage your wireless service directly from your phone. Track data usage, view service end dates, and easily renew your service. You can also manage payment methods, devices, and find nearby retail locations.

Track data usageView service end dateRenew service with credit card or PIN

Mechanics Bank Mobile Banking

Mechanics Bank Mobile Banking

by Mechanics Bank

Access your accounts conveniently and securely on the go. Check balances, deposit checks, transfer funds, and pay bills with ease. Locate branches and ATMs, and contact customer support directly from the app.

Check account balancesMobile check depositFingerprint login

Equitable Mobile App

Equitable Mobile App

Advice•Protection•Retirement

Manage your financial accounts, investments, and retirement plans conveniently on the go. Access account details, documents, and update your profile. Connect with your financial professional and customer service.

Account access with FaceID/TouchIDConsolidated account viewAccess to historical documents

Mechanics Bank Mobile Plus

Mechanics Bank Mobile Plus

Mechanics Bank Mobile Plus

Manage your finances on the go with this mobile banking app. Features include mobile deposits, card controls, bill payments, and secure login options. Designed for former HomeStreet Bank customers and new Mechanics Bank accounts opened after March 22, 2026.

Mobile DepositCard ControlsDigital Assistance

trivago: Compare hotel prices

trivago: Compare hotel prices

5 million deals from top sites

Easily search and compare hotel prices from numerous booking sites to find accommodations with desired amenities at the best rates. Get exclusive mobile deals, price drop alerts, and read aggregated guest reviews to book with confidence.

Compare accommodation prices from major booking sitesExclusive mobile ratesPrice drop alerts

free with in-app purchases

The Bank of Princeton Mobile

The Bank of Princeton Mobile

by Bank of Princeton

Manage your personal banking accounts on the go. Check balances, review transaction history, transfer funds between accounts, and deposit checks remotely. Enjoy the convenience of banking from anywhere.

Check account balancesView transaction historyTransfer funds

free with in-app purchases

by Equity Bank NA

Manage your finances from one secure app. Monitor balances, pay bills, transfer funds, deposit checks, and track spending. Access financial tools and security features for a comprehensive banking experience.

Account balance and activity monitoringBill payment and recurring paymentsFund transfers between accounts

free with in-app purchases

by Southern Michigan Bancorp, Inc.

Consolidate all your financial accounts into one convenient place. Manage transactions, set alerts, make payments, and deposit checks with ease. Secure your finances with advanced login options and access branch and ATM locations.

Aggregate financial accountsOrganize transactions with tags and notesSet balance alerts

by First State Bank

Manage your finances conveniently on the go with this mobile banking application. Access accounts, transfer funds, pay bills, and deposit checks securely. Features include budgeting tools, investment tracking, and customizable alerts.

Account balance and transaction historyFund transfersBill payment

by Redtail Technology, Inc.

Manage client relationships with access to contact information, calendar items, and CRM capabilities on the go. Stay connected to clients, prospects, and your team with features for scheduling, communication, and data management.

Access client contact informationManage calendar and schedule activitiesView and edit contact details

free with in-app purchases

Lucky Mobile My Account

Lucky Mobile My Account

Manage your account on the go

Easily manage your mobile services, including plan changes, usage monitoring, and account top-ups. Activate new services with eSIM or SIM cards and track your rewards progress. Get support through live chat.

Activate eSIM or SIM CardRegister for Automatic Top-UpCheck balance and Top-Up

CRM for Financial Advisors

Manage client relationships and firm activities with this comprehensive CRM mobile app. It offers secure login, contact management with quick actions, and a redesigned calendar. Stay organized with task, opportunity, and project management features, all synced with the web version.

Client relationship managementContact management with quick actionsRedesigned calendar and task management

First Federal Community Mobile

First Federal Community Mobile

by First Federal Community Bank, National Association

Manage your finances on the go with this mobile banking app. Monitor accounts, deposit checks, make transfers, pay bills, and track your credit score. Enjoy quick and secure access with biometric login options.

Account managementMobile check depositFund transfers

by BENJAMIN F. EDWARDS & COMPANY, INC.

Access your financial account details, view balances, and connect with your advisor. This app provides a convenient way to manage your investments on the go.

View account informationCheck balancesContact advisor