Best Bny Mellon Wealth Online Apps

232+ iOS apps curated and reviewed

4.1 avg rating
20 free apps
Updated July 2026

Whether you're new to bny mellon wealth online or looking for an upgrade, our curated collection of 232+ iOS apps has something for everyone. Each app is reviewed and rated by real users, helping you make an informed decision.

Top Picks for Bny Mellon Wealth Online

More Bny Mellon Wealth Online apps to explore

4
BNY Pershing Access
BNY Pershing Access
BNY Pershing Access
NetXInvestor
Free

Access your investment accounts securely on the go. View statements, balances, holdings, and account activity. Deposit checks, pay bills, and access market research.

View account statements and tax documentsAccess balances and portfolio holdingsMonitor account activity and cash flow
💰 Finance
(66)
free
5
UBS Wealth Management
UBS Wealth Management
UBS Wealth Management
by UBS AG
Free

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.

Account and cash managementBudgeting and spending trackingFinancial tools
💰 Finance
(62K)
free
6
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
💰 Finance
(17K)
free with in-app purchases
7
NerdWallet: Smart Money App
NerdWallet: Smart Money App
NerdWallet: Smart Money App
Track, Save & Invest
Free

This app helps you manage your finances by tracking spending, monitoring bills, and providing insights into your credit score and cash flow. It also offers opportunities to earn interest on cash, invest in Treasury Bills, and automate investments.

Track cash, investments, credit cards, loans, and propertyMonitor and cancel recurring bills and subscriptionsActionable financial insights on credit score and cash flow
💰 Finance
(124K)
free with in-app purchases
8
Titan: Your Wealth Team
Titan: Your Wealth Team
Titan: Your Wealth Team
Investing, Wealth Management
Free

This app offers comprehensive wealth management services, combining a dedicated advisory team with professional investment management. It simplifies investing, tax planning, and cash management, providing personalized guidance and active portfolio management without high fees or minimums.

Dedicated advisory teamProfessional investment managementAutomated cash management
💰 Finance
(7K)
freemium
9
Ameriprise Financial
Ameriprise Financial
Ameriprise Financial
by Ameriprise
Free

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.

Track asset value and account summaryView portfolio allocation and performanceAdd external accounts for a complete financial picture
💰 Finance
(37K)
free
10
RBC WM Online U.S.
RBC WM Online U.S.
RBC WM Online U.S.
by RBC Capital Markets, LLC
Free

Access your investment accounts on the go with this app. View your portfolio, check balances, and review performance. Securely message your advisor and deposit checks directly from your device.

View total portfolio dashboardCheck account balances and performanceDeposit checks directly
💰 Finance
(232)
free
11
Citi Private Bank In View
Citi Private Bank In View
Citi Private Bank In View
Citi Private Bank
Free

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.

View asset allocation by region, currency, and class360° view of entire Citi relationshipAccess holdings, performance, and activity
💰 Finance
(60)
free
12
Bradesco Net Empresa: Conta PJ
Bradesco Net Empresa: Conta PJ
Bradesco Net Empresa: Conta PJ
by BANCO BRADESCO S.A.
Free

Manage your business finances from anywhere with a comprehensive suite of banking services. Open accounts, make payments, transfer funds, and access loans and investments. Ideal for small to medium-sized businesses seeking convenient financial management.

Account balance and statement consultationBill payment with barcode readerTransfers (TED, PIX)
💰 Finance
(4K)
free
13
DBS digibank - wealth
DBS digibank - wealth
DBS digibank - wealth
by DBS Bank Ltd
Free

Manage your investments, plan your finances, and bank seamlessly within a single application. Gain insights into your portfolio, access global markets, and track your spending. Offers tools for sustainable living and investing.

Integrated banking and wealth managementSmart Shortcuts and remindersPortfolio breakdown and analysis
💰 Finance
(555)
free with in-app purchases
14
WealthBuilders Community
WealthBuilders Community
WealthBuilders Community
Building Wealth Together
Free

This app connects you with a community focused on financial growth. Access courses, tools, expert insights, and educational content to improve money management, saving, and investing skills. Participate in discussions and challenges to achieve financial freedom.

Community support networkOnline courses and financial toolsExpert financial insights
💰 Finance
(1K)
free with in-app purchases
15
BOCHK 中銀香港
BOCHK 中銀香港
BOCHK 中銀香港
by Bank of China (Hong Kong) Limited
Free

Manage all your financial needs in one place. Open accounts, transfer money, pay bills, invest, and manage loans and insurance. Enjoy convenient banking with online customer service and green financial options.

Account opening without branch visitInstant money transfers via FPSBill payment for over 850 merchants
💰 Finance
(6.5K)
free
16
Risevest
Risevest
Risevest
Earn up to 15% from US assets
Free

Grow your money and achieve financial goals by investing in global, dollar, and naira-denominated assets. This platform offers personalized portfolios designed around your goals and risk profile, making investing accessible for everyone.

Invest in US stocks and real estatePersonalized investment portfoliosGoal-based saving and investing
💰 Finance
(478)
free with in-app purchases
17
Arta Finance
Arta Finance
Arta Finance
Wealth for the AI Era
Free

This platform offers a personalized, tech-driven approach to wealth building, providing access to exclusive investments and expert connections. It features AI-driven strategies, private market access, and transparent pricing for next-gen wealth builders.

Personalized AI wealth strategiesAccess to investment expertsExclusive private market investments
💰 Finance
(39)
free
18
Cube Wealth: Financial Planner
Cube Wealth: Financial Planner
Cube Wealth: Financial Planner
Savings and Investment Guide
Free

This app helps you manage your wealth, investments, and retirement planning through a unified platform. It leverages expert insights and a proprietary algorithm to assess your finances, identify risk levels, and guide you toward optimal investment strategies across various asset classes.

Wealth managementInvestment planningRetirement planning
💰 Finance
(14)
ad-supported
19
Credit Suisse WM APAC
Credit Suisse WM APAC
Credit Suisse WM APAC
UBS Wealth replaces this app
Free

This app has been decommissioned and replaced by UBS Wealth. Existing UBS Wealth Management clients should download the new app for portfolio insights and electronic documents.

Portfolio insightsElectronic documentsDigital wealth management
💰 Finance
(1)
free
20
Bernstein Private Wealth
Bernstein Private Wealth
Bernstein Private Wealth
My Bernstein mobile app
Free

Manage your wealth on the go with this app. View account balances, transfer funds, deposit checks, and securely share documents with your advisory team. Link external accounts for a complete financial overview.

Account balance monitoringFund transfersMobile check deposit
💰 Finance
(58)
free