Best American Trust Participantlens Apps

4.8😞(12K ratings)

Free

Capital Group PlanPremier401k screenshot 1

Capital Group PlanPremier401k screenshot 2

Capital Group PlanPremier401k screenshot 3

Capital Group PlanPremier401k screenshot 4

Capital Group PlanPremier401k screenshot 5

Manage your employer-sponsored retirement plan, view account details like income estimates and rates of return, and make changes to contributions, investments, and beneficiaries. Access plan forms and upload documents for account updates.

What We Love

👍 User friendly
🚀 Easy to make changes
💡 Allows to review investments and make changes

Room to Improve

🐛 Glitchy, freezes up
🐛 Keeps crashing
🐛 Login doesn't work
🐛 Unresponsive after updates
🐛 Force closes when reviewing balance

NetBenefits by Fidelity Investments

Fidelity workplace benefits

Worth Considering

Capital Group RKDirect 401k

4.6😞(29K ratings)

Free

#41in Finance

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.

What We Love

👍 Easy to use
🚀 Convenient mobile access
🔒 Secure document upload
💡 Helpful retirement planning tools

Room to Improve

🐛 Buggy and glitchy
🕸️ Feels like a mobile website, not a true app
🤔 Confusing navigation and user experience
⏱️ Slow performance and long load times

More American Trust Participantlens apps to explore

Manage your 401k

View account balancesCheck personal rate of returnReview transaction history

Manage your employer-sponsored retirement plan on the go. View account details like balances, rates of return, and transaction history. Make changes to your investments, contribution allocations, and personal information as permitted by your plan.

Manage your employer-sponsored retirement plan on the go. Check your retirement balance, view investments and contributions, and communicate securely within the app.

Retirement plan managementCheck retirement balanceView investments

(14)

American Trust PartnerLens

AdvisorDashboard-AmericanTrust

Real-time data visualizationAdvisor dashboard401(k) plan analysis

This business intelligence tool provides 401(k) advisors with real-time data visualization of their entire book of business. Analyze plans dynamically at both micro and macro levels through interactive data representations.

💼 Business

(1)

Wealthfront: Save and Invest

Saving, investing, stocks.

High-yield cash account with competitive APYExpert-built ETF investment portfoliosCommission-free stock and ETF investing

Manage your savings and investments in one place. Earn competitive APY on cash deposits, invest in diversified portfolios or individual stocks with zero commissions, and get a holistic view of your financial future.

Plan, save, invest, retire

Consolidated account viewRetirement planningBudget tracking

This app provides a comprehensive financial overview, consolidating all your accounts in one place. It offers tools to plan for retirement, manage budgets, track net worth, and simulate financial scenarios, making financial management clearer and simpler.

free with in-app purchases

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American Investment & Trust

by American State Bank

by INVESTORS TRUST COMPANY

(0)

Investors Trust Company

Autopilot: Automated Investing

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In your own brokerage account

Automated trading mirroring expert portfoliosDiscover AI and thematic investment strategiesConnects to existing brokerage accounts

Automate your investments by mirroring portfolios from experts, AI, and thematic strategies directly within your existing brokerage account. Discover and trade alongside curated investment options without extensive research.

Transamerica Retirement App

(23K)

ad-supported

by Transamerica Retirement Solutions, LLC

On-the-go account accessView account balance and performanceAdjust savings rate

Manage your retirement savings and investments on the go. Access account balances, track performance, and adjust savings or investment strategies. Utilize tools to project future retirement outlook based on your current plan.

Track your goals on-the-go

View account holdings and performanceConnect external accountsTrack progress toward financial goals

Manage your financial goals and accounts on the go. View holdings, track progress, and securely message your advisor. Deposit checks and transfer funds directly from your device.

by Voya Services Company

All-in-one account aggregationPersonalized financial guidanceRetirement income modeling

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.

Retire on your terms.

View account balancesComplete simple transactionsAdjust investments

Manage your retirement savings and financial goals on the go. Access account balances, make transactions, and discover educational resources to improve your financial confidence. Tools like a personalized Retirement Wellness Score help you track progress towards your goals.

(240K)

Workplace | American Century

Employer Retirement Plans

View account balancesTrack investment performanceReview transaction history

Track your employer-sponsored retirement plan investments and monitor your progress towards your financial goals. Make informed decisions by viewing account balances, performance, and transaction history. Easily adjust your investments and future contribution allocations on the go.

Manage your retirement and brokerage accounts securely with this app. Monitor investments, track fund performance, and trade equities, ETFs, and mutual funds. Set financial goals and access support tools.

Secure login (password, Touch ID, Face ID)Investment and retirement plan managementBrokerage trading (equities, ETFs, mutual funds)

(8.3K)

John Hancock Retirement

by John Hancock

Manage retirement plan accountView account balance and historyUpdate contribution rates

Manage your retirement plan securely and conveniently on the go. Access account details, make changes, and set financial goals with real-time projections. Utilize educational resources for personal finance and wellness.

(39K)

Ameritas MyPlanConnection

by Ameritas Life Insurance Corp.

Betterment Invest & Save Money

(0)

Investments & Cash Accounts

Automated investing and savingsExpert-built diversified portfoliosHigh-yield cash reserve account

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