Best Brokerage Management App

0+ iOS apps curated and reviewed

4.5 avg rating
20 free apps
Updated July 2026

Whether you're new to brokerage management app or looking for an upgrade, our curated collection of 0+ iOS apps has something for everyone. Each app is reviewed and rated by real users, helping you make an informed decision.

Compare top Brokerage Management App (July 2026)

#AppPriceRatingAdsIn-App PurchasesUpdated
1Autopilot: Automated InvestingAutopilot: Automated InvestingFree4.6★ (21K)YesNoAug 2026
2Vanguard: Save, Invest, RetireVanguard: Save, Invest, RetireFree4.6★ (177K)YesNoJul 2026
3IBKR Mobile - Invest WorldwideIBKR Mobile - Invest WorldwideFree4.5★ (11K)NoNoAug 2026
4App Store ConnectApp Store ConnectFree4.7★ (15K)NoNoAug 2026
5BeOperations - Management AppBeOperations - Management AppFree5.0★ (1)NoNoMay 2026
6AppFolio Property ManagerAppFolio Property ManagerFree4.6★ (3.8K)NoNoAug 2026
7Wealthscape℠Wealthscape℠Free4.8★ (2.8K)NoNoAug 2026
8Fidelity InvestmentsFidelity InvestmentsFree4.8★ (3.3M)NoNoAug 2026

Top Picks for Brokerage Management App

Autopilot: Automated Investing#1

Autopilot: Automated Investing by Iris Social Stock App Inc.

In your own brokerage account
Editor's Choice
💰 Finance
4.6😐(21K ratings)
FreeAds
#87in Finance
Autopilot: Automated Investing screenshot 1
Autopilot: Automated Investing screenshot 2
Autopilot: Automated Investing screenshot 3
Autopilot: Automated Investing screenshot 4
Autopilot: Automated Investing screenshot 5
Autopilot: Automated Investing screenshot 6

Automate your investments by copying experienced traders in real-time. Connect your existing portfolio and let expert "pilots" guide your trades. Access exclusive perks and future trades with a premium club membership.

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
IBKR Mobile - Invest Worldwide#2

IBKR Mobile - Invest Worldwide by Interactive Brokers LLC

Trade At the Lowest Cost
Strong Contender
💰 Finance
4.5😞(11K ratings)
Free
IBKR Mobile - Invest Worldwide screenshot 1
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IBKR Mobile - Invest Worldwide screenshot 3
IBKR Mobile - Invest Worldwide screenshot 4
IBKR Mobile - Invest Worldwide screenshot 5
IBKR Mobile - Invest Worldwide screenshot 6

Trade global financial markets with a mobile platform offering real-time quotes, charts, and scanners. Supports standard and complex order types. Explore market data with delayed quotes without registration.

What We Love

  • 🚀 Powerful trading platform
  • 💡 Comprehensive market access
  • ⚙️ Customizable features
  • 💰 Competitive fees and rates

Room to Improve

  • 🐛 Buggy and unreliable app
  • 🤔 Confusing and unintuitive UI
  • 🕰️ Slow and laggy performance

More Brokerage Management App apps to explore

3
Vanguard: Save, Invest, Retire
Vanguard: Save, Invest, Retire
Vanguard: Save, Invest, Retire
Investing, Advice, Retirement
Free

Manage your investments and retirement accounts on the go. Track account performance, make trades, and deposit checks directly. Access account overviews and transaction history with ease.

Account overview and balance trackingInvestment performance trackingCost basis and day change details
💰 Finance
(177K)
free
4
App Store Connect
App Store Connect
App Store Connect
For App Developers
Free

Manage your apps and submissions directly from your iPhone or iPad. Monitor sales, respond to reviews, manage testers, and generate marketing assets on the go. Receive important notifications about your app's performance and status.

App status and submission managementTester group and build managementSales and trends monitoring
🛠️ Developer Tools
(15K)
free
5
BeOperations - Management App
BeOperations - Management App
BeOperations - Management App
Grow Your Business With Us
Free

This application helps businesses manage daily operations and time more efficiently. It provides comprehensive control and visibility over tasks, customer information, and financial tracking.

View upcoming and ongoing bookingsAccess customer details and locationManage payment information
💼 Business
(1)
free
6
AppFolio Property Manager
AppFolio Property Manager
AppFolio Property Manager
Manage your AppFolio units
Free

Manage your rental properties and associations from anywhere with this comprehensive mobile tool. Perform inspections, create work orders, handle leasing, and document properties with ease. Stay connected to your property management system on the go.

Real-time property inspections with photo uploadsCreate and manage work orders in the fieldUpload photos for marketing and documentation
💼 Business
(3.8K)
ad-supported
7
Wealthscape℠
Wealthscape℠
Wealthscape℠
by National Financial Services LLC
Free

This app provides brokers and advisors with secure mobile access to critical brokerage information. It enhances client responsiveness and practice management with features like biometric login, account overviews, and transaction tracking.

Biometric login (face/fingerprint)Two-factor authenticationMobile check deposit
💰 Finance
(2.8K)
free
8
Fidelity Investments
Fidelity Investments
Fidelity Investments
Invest, save, plan in one app.
Free

Invest in stocks, ETFs, and cryptocurrencies with professional insights and powerful tools. Manage cash, pay bills, and automate investments. Offers 24/7 support and robust account protection.

Invest in stocks, ETFs, mutual fundsTrade cryptocurrenciesCash management and bill pay
💰 Finance
(3.3M)
free with in-app purchases
9
Ally: Bank, Auto & Invest
Ally: Bank, Auto & Invest
Ally: Bank, Auto & Invest
The app for all things money
Free

Manage your banking, investments, and auto payments all in one secure app. Features include smart savings tools, commission-free trading, and personalized investment advice. Get early direct deposit and free FICO® Score updates.

Manage bank, auto, and investment accountsSchedule vehicle payments and use Auto PaySmart savings tools like buckets and boosters
💰 Finance
(112K)
free
10
Ameriprise Financial
Ameriprise Financial
Ameriprise Financial
by Ameriprise Financial, Inc.
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
11
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
(241)
free
12
Side App
Side App
Side App
Real Estate Brokerage Platform
Free

Streamline real estate transactions from contract to close with this mobile platform. Automate deal management, create and send documents, and store them securely in the cloud. Stay connected with a community and access exclusive listings on the go.

Automated transaction managementCreate listing agreements and offersPrepare and send documents for signature
📊 Productivity
(30)
free
13
Thrivent Financial
Thrivent Financial
Thrivent Financial
Manage your money with purpose
Free

Manage your investments, insurance, and bills securely on the go. Access important documents, make payments, and direct funds to causes you care about. Connect with your financial advisor for personalized advice.

Monitor investments and insurancePurchase, redeem, and exchange mutual fundsAccess statements and tax forms
💰 Finance
(746)
ad-supported
14
Edward Jones
Edward Jones
Edward Jones
Track your goals on-the-go
Free

Manage your financial goals and accounts from anywhere. View holdings, track progress, and securely communicate with your financial advisor. Deposit checks and transfer funds with ease.

View account holdings and performanceTrack progress toward financial goalsMessage and share documents with team
💰 Finance
(136K)
free
15
TIAA
TIAA
TIAA
by TIAA
Free

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)
💰 Finance
(8.3K)
free
16
Victory Capital
Victory Capital
Victory Capital
For Every Investor
Free

This app provides personalized investment recommendations and active portfolio management. It allows users to easily manage their accounts, track performance, and access investment insights to pursue financial goals.

Personalized investment recommendationsActive portfolio managementAccount management and tracking
💰 Finance
(274)
free
17
Sahm - Stock Trading
Sahm - Stock Trading
Sahm - Stock Trading
Invest Stocks, Options & ETFs.
Free

Trade stocks, options, ETFs, and more across Saudi and U.S. markets. Open an account in minutes, exchange currencies instantly, and access Shariah-compliant options. Offers educational resources and competitive trading costs.

Trade stocks, options, ETFs, WarrantsManage Saudi and US markets in one portfolioInstant currency exchange
💰 Finance
(979)
free with in-app purchases
18
GEO Staff App by BuildingLink
GEO Staff App by BuildingLink
GEO Staff App by BuildingLink
by BuildingLink.com
Free

This app streamlines building management for staff and managers. It allows for efficient tracking of deliveries, maintenance requests, and resident information. Enhance team communication and ensure data security with features like offline work and signature capture.

Record and edit pickups/deliveriesCreate, edit, and fulfill maintenance requestsLook up resident information
📊 Productivity
(821)
free
19
Orion Wealth Management Portal
Orion Wealth Management Portal
Orion Wealth Management Portal
by Orion Advisor Services, LLC.
Free

Manage your finances and collaborate with your financial advisor. Access essential tools for wealth management on the go.

Wealth management toolsAdvisor collaborationFinancial planning access
💰 Finance
(25)
free
20
Wealthscape Investor℠
Wealthscape Investor℠
Wealthscape Investor℠
by National Financial Services LLC
Free

Manage your brokerage accounts on the go with this app. Access account information, view statements and tax forms, and perform self-service actions like mobile check deposits and equity order submissions. Enhanced security features ensure your financial data is protected.

View account portfolio, positions, and balancesAccess account statements and tax formsSubmit equity and ETF orders
💰 Finance
(19K)
free

FAQ about Brokerage Management App

What is the best brokerage management app for iPhone?
Autopilot: Automated Investing tops our brokerage management app ranking as of July 2026, with a 4.6-star average from 21K App Store ratings, and it's free to download.
Yes — 20 of the top brokerage management app we rank are free to download, including Autopilot: Automated Investing and Vanguard: Save, Invest, Retire.
Autopilot: Automated Investing shows ads and has no in-app purchases, according to its App Store listing as of July 2026.
Autopilot is an investment app that allows users to automate their portfolios by copying the trades of experienced traders in real-time. It provides a way to leverage the expertise of "pilots" to manage your investments from your own connected portfolio.
You can connect your existing investment portfolio to the app and then choose from a selection of world-class traders to follow. The app will automatically replicate their trades within your portfolio, allowing you to invest with their guidance.