Best Atlantic Union Bank Wealth Apps

3.7(3 ratings)

Free

Manage your investments and financial accounts from any device. View your portfolio, track performance, and securely store important documents with your financial team.

M1: AI Wealth Management by M1 Finance LLC

AI financial advisor built in

Strong Contender

4.7😊(75K ratings)

FreeAds

This finance app simplifies wealth building by offering integrated earning, investing, and borrowing features. Manage cash with high yields, build custom investment portfolios with automated rebalancing, and access competitive margin rates, all within a secure platform.

What We Love

🚀 Great update and app
🚀 Wonderful app to organize accounts
🚀 Easiest visual long-term investing app
👍 Excellent service and good app
👍 Best app for path to financial freedom
👍 Best investing platform to date

Room to Improve

🔍 Stop pushing users to take on margin debt
🐛 Buggy and glitchy app
🔍 Confusing and baffling app
🔍 Clunky UX with unclear onboarding
🔍 Horrible customer service
💰 Transfers take too long
🔍 Pie and slice concept not user-friendly

First Bank Digital Banking by FIRST BANCORP

Worth Considering

America First Credit Union

4.6😊(6.3K ratings)

Free

Manage your finances on the go with this secure mobile banking application. View account balances, transfer funds, deposit checks, and track spending patterns. Access your accounts anytime, anywhere, and utilize biometric security for peace of mind.

What We Love

🚀 Easy to use
👍 User-friendly
🔒 Secure
💡 Convenient features
🚀 Efficient
👍 Great customer service

Room to Improve

🐛 Occasional glitches
🐛 Slow performance
🐛 Difficult navigation
💡 Missing features (Zelle, credit card management)

More Atlantic Union Bank Wealth apps to explore

Mobile Banking

Customizable dashboardMobile check depositBudget and spending tracking

Manage your finances conveniently with a secure mobile banking app. Perform transactions, deposit checks, track spending, and apply for loans anytime, anywhere. Aggregate accounts from other institutions for a consolidated view of your financial health.

(68K)

Citi Private Bank In View

Citi Private Bank

View asset allocation by region, currency, and class360° view of entire Citi relationshipAccess holdings, performance, and activity

Access a comprehensive view of your financial accounts and explore your investment portfolios in detail. Analyze metrics, compare performance, and discover insights on core themes with an intuitive digital banking experience.

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)

SELCO Community Credit Union

by SELCO Community Credit Union

24/7 account accessView balances and transaction historyApply for loans

Manage your finances on the go with this app. Access accounts 24/7, view transactions, apply for loans, and deposit checks using your phone's camera. Secure your cards, schedule payments, and track budgets with alerts and live chat support.

(13K)

First Atlantic Mobile Banking

by First Atlantic Mobile Banking

24/7 account accessMobile check depositBill pay system

Manage your personal and business finances securely and conveniently from your mobile device. Access accounts 24/7, deposit checks, pay bills, transfer funds, and view statements. Locate branches and ATMs, and set up account alerts.

(957)

Commonwealth CU Go Mobile

We CU Differently®

Mobile check depositPay friends and familyApply for loans and credit cards

Manage your personal and business finances on the go with this comprehensive banking application. Features include mobile check deposit, P2P payments, loan applications, card management, and financial wellness tools. Access your accounts, track spending, and stay secure with advanced fraud protection.

(15K)

SoFi: Bank, Invest & Crypto

Online Banking & Investing

Buy, sell, and hold cryptocurrencyFee-free checking accountHigh-yield savings account

Manage your banking, investments, and cryptocurrency all in one place. This app offers fee-free checking, high-yield savings, commission-free stock trading, and the ability to buy, sell, and hold over 25 cryptocurrencies. It also provides tools for loan pre-qualification and credit score monitoring.

(385K)

Schwab Mobile

Own your tomorrow®

Consolidated account viewMobile check depositIntuitive trade ticket

Manage your investments, research market trends, and conduct banking all within a single application. Track your portfolio, deposit checks, and trade stocks, ETFs, and options with intuitive tools and real-time insights.

(1.2M)

Southeastern Credit Union

by Southeastern Credit Union

Multi-account aggregationTransaction history and spending averagesCustomizable alerts and notifications

Consolidate all your financial accounts, even from other institutions, into one organized view. This secure tool provides real-time updates, alerts for bills and low funds, and allows you to add notes and images to transactions for better financial management.

(2.9K)

UBS Wealth Management

by UBS AG

Account and cash managementBudgeting and spending trackingFinancial tools

Manage your finances and investments with a personalized digital experience. Track spending, set budgets, and oversee your UBS-administered equity awards. Designed for existing UBS clients to navigate their financial lives conveniently.

Manage your finances on the go with this mobile banking app. Review account activity, transfer funds, pay bills, and deposit checks securely. Locate ATMs and branches easily.

Account balance and transaction reviewFund transfers between accountsBill payment

by Ameriprise Financial, Inc.

Track asset value and account summaryView portfolio allocation and performanceAdd external accounts for a complete financial picture

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.

(37K)

Capital Group PlanPremier401k

Manage your 401k

View retirement income estimatesCheck personal rate of returnManage contribution amounts

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.

by Affidian Federal Credit Union

(12K)

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Affidian Credit Union

24/7 account accessMobile check depositSpending tracking

Manage your finances on the go with this mobile banking app. Check balances, deposit checks, track spending, and apply for loans. Includes credit score checks, card controls, and secure payment options.

(3.8K)

by American National Bank (NE)

ANB Go

Aggregate financial accountsOrganize transactions with tags and notesSet balance alerts

Aggregate all your financial accounts from various institutions into one convenient view. Manage your money with tools for transaction organization, payment processing, money transfers, and mobile check deposits. Secure your finances with advanced login options and helpful alerts.

(4K)

by EdiFi Federal Credit Union

Edifi Credit Union

Check account balancesReview recent transactionsTransfer funds between accounts

Manage your finances on the go with secure and free access to your accounts. Check balances, review transactions, pay bills, and transfer funds instantly from your mobile device.

(1.1K)

Wealthfront: Save and Invest

Saving, investing, stocks.

High-yield cash account with APYAutomated ETF portfoliosCommission-free stock and ETF investing

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.

(18K)