Best Brokerage Account Management Apps Like

219+ iOS apps curated and reviewed

4.5 avg rating
20 free apps
Updated June 2026

Every iPhone needs a few good brokerage account management apps like apps. We benchmark 219+ of them on App Store rating, freshness, and pricing, then surface the standouts so you don't have to scroll the App Store yourself.

Top Picks for Brokerage Account Management Apps Like

Autopilot: Automated Investing#1

Autopilot: Automated Investing by Iris Social Stock App Inc.

In your own brokerage account
Editor's Choice
💰 Finance
4.6😐(16K ratings)
FreeAds
#68in Finance
Autopilot: Automated Investing screenshot 1
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Automate your portfolio by copying top traders in real-time with Autopilot - Investment App. Connect your brokerage account to follow experienced traders and join the Autopilot Club for exclusive benefits.

What We Love

  • 🚀 Easy to use
  • 🚀 Automated trading
  • 🚀 Follows successful investors
  • 👍 Potential for good returns

Room to Improve

  • 🐛 Connectivity issues
  • 🐛 Bugs and glitches
  • 💰 High subscription fees
LPL Account View#2

LPL Account View by LPL FINANCIAL CORPORATION

Strong Contender
💰 Finance
4.5😞(3.4K ratings)
Free
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Access your financial accounts conveniently on-the-go with the LPL Financial’s Account View mobile app. Monitor your portfolio, track balances and transactions, manage accounts securely with biometric login, and stay informed with daily market updates. Take control of your financial aspirations with this comprehensive financial solution.

What We Love

  • 💎 Exceptional service
  • 👍 Fantastic app
  • 👍 App works great
  • 👍 Features like mobile deposit

Room to Improve

  • 🐛 Glitchy and difficult to use
  • 🔒 Can't update password
  • 🐛 Crashes upon launch
Vanguard: Save, Invest, Retire#3

Vanguard: Save, Invest, Retire by The Vanguard Group, Inc.

Investing, Advice, Retirement
Worth Considering
💰 Finance
4.6😞(177K ratings)
FreeAds
#77in Finance
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The Vanguard app provides easy mobile investing and account management with features like tracking account performance, making trades, and accessing support. Stay on top of your investments and financial goals conveniently from your mobile device.

What We Love

  • 🚀 Comprehensive investment app
  • 🤖 Exceptional way to recover lost funds
  • 👍 Majestic interface
  • 🤑 Best financial app

Room to Improve

  • 🕰️ Long wait times for customer service
  • 🐛 Inconsistent functionality
  • 🤯 Worthless app

More Brokerage Account Management Apps Like apps to explore

4
Ameriprise Financial
Ameriprise Financial
Ameriprise Financial
by Ameriprise
Free

Access financial information, connect with your advisor, track progress, view accounts, collaborate securely, and complete tasks all in one place with the Ameriprise Financial app. Make informed financial decisions and manage your portfolio on-the-go. Visit the website for more information on privacy and security.

💰 Finance
(37K)
5
Ally: Bank, Auto & Invest
Ally: Bank, Auto & Invest
Ally: Bank, Auto & Invest
The app for all things money
Free

A comprehensive financial app that combines banking and automotive services, offering an all-in-one solution for managing finances and car-related needs. Simplify your financial life and streamline car-related tasks in one convenient app.

💰 Finance
(109K)
6
Account Book - Money Manager
Account Book - Money Manager
Account Book - Money Manager
Budget Management, Bookkeeping
Free

A comprehensive money manager for personal and commercial accounting that helps track income, expenses, budgets, and more. Stay on top of payment dates, share accounts, generate advanced reports, and access from multiple devices with ease. Manage your finances effortlessly and efficiently – try it now!

💰 Finance
(464)
7
Wealthscape℠
Wealthscape℠
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.

💰 Finance
(2.6K)
8
Morgan Stanley Wealth Mgmt
Morgan Stanley Wealth Mgmt
Morgan Stanley Wealth Mgmt
by Morgan Stanley
Free

Access and manage your finances conveniently with our mobile app. From tracking account activities to transferring funds, staying secure with multi-factor authentication, and connecting with your financial team, take control of your financial well-being anytime, anywhere with multiple layers of security.

💰 Finance
(433)
9
UBS Wealth Management
UBS Wealth Management
UBS Wealth Management
by UBS AG
Free

A comprehensive financial services app offering account management, budgeting tools, personalized insights, and future planning features. Tailored for existing clients of UBS Financial Services Inc., empowering users to take control of their financial well-being.

💰 Finance
(60K)
10
Fidelity Investments
Fidelity Investments
Fidelity Investments
Invest, save, plan in one app.
Free

Invest confidently with an all-in-one investing app offering secure trading, financial learning resources, and 24/7 customer support. Get started with no fees and explore powerful trading tools for stocks, ETFs, and more, backed by Fidelity's expertise. Explore more at https://www.fidelity.com/mobile/overview.

💰 Finance
(3.2M)
11
Edward Jones
Edward Jones
Edward Jones
Track your goals on-the-go
Free

Track your financial goals on-the-go with our app! Easily view account details, track goal progress, message your team, deposit checks, and more, all with built-in security features.

💰 Finance
(129K)
12
GUARDIAN® Accounts & Policies
GUARDIAN® Accounts & Policies
GUARDIAN® Accounts & Policies
Manage & Pay Securely
Free

Manage and monitor your finances efficiently with our advanced account management app. Track expenses, set budgets, and receive alerts for a seamless financial experience. Take control of your money today.

💰 Finance
(9.5K)
13
App Store Connect
App Store Connect
App Store Connect
For App Developers
Free

Manage your apps, beta tests, submissions, and performance with ease. Stay updated on key events in real-time. Elevate your app development experience today.

🛠️ Developer Tools
(14K)
14
Wealthscape Investor℠
Wealthscape Investor℠
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.

💰 Finance
(19K)
15
TIAA
TIAA
TIAA
by Teachers Insurance and Annuity Association America
Free

The app provides secure access to manage retirement, banking, and brokerage accounts. Features include password, Touch ID, and Face ID login options, investment monitoring, banking services like balance checks and fund transfers, brokerage trading, goal tracking, Peek View for portfolio overview, and easy contact with TIAA.

💰 Finance
(8.2K)
16
Schwab Mobile
Schwab Mobile
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!

💰 Finance
(2.9K)
17
RBC WM Online U.S.
RBC WM Online U.S.
RBC WM Online U.S.
by RBC Capital Markets, LLC
Free

Access your U.S. accounts effortlessly with the RBC Wealth Management Online App. View portfolios, balances, market data, and easily connect with your advisor while enjoying convenient features like check deposits and secure messaging. Secure your financial future on-the-go!

💰 Finance
(232)
18
Buddy: Money & Budget Planner
Buddy: Money & Budget Planner
Buddy: Money & Budget Planner
Money Manager & Tracker
Free

Manage your finances efficiently with our intuitive budget planner app. Track expenses, set savings goals, and stay on top of your financial health easily. Take control of your money today!

💰 Finance
(19)
19
Client Access
Client Access
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.

💰 Finance
(152)
20
Park Avenue® Wealth Management
Park Avenue® Wealth Management
Park Avenue® Wealth Management
by Park Avenue Securities LLC
Free
💰 Finance
(11)