Best Cadfl Mobile Apps

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.

Equitable Mobile App

Advice•Protection•Retirement

Free

Manage all your Equitable accounts conveniently with our mobile app. View balances, make payments, update information, and connect with financial professionals easily. Download now for simplified retirement and investment account management.

IBKR Mobile - Invest Worldwide

Trade At the Lowest Cost

Free

A mobile trading platform with real-time quotes, charts, and market scanners for global investing. Test the platform without registration, offering standard and complex order types. *Lowest Cost Broker according to StockBrokers.com Online Broker Survey 2022.

Milliman Mobile Benefits

by Milliman, Inc.

Free

Access your retirement plan information easily on the go with an app designed for participants in employer-sponsored plans managed by Milliman. Stay engaged with your account, view details, make changes, and ensure security through multi-factor authentication. Visit the full site for advanced functionalities.

NetXInvestor™ Mobile

by Pershing, LLC

Free

Stay connected with your investments on the go with this mobile application tailored for managing your financial portfolio efficiently. Access account information, real-time quotes, place trades, and more from your iPhone or iPad. Keep track of your important financial activities with quick glances on your Apple Watch.

Public: Invest & Trade

Stocks, Crypto, Options, Bonds

Free

An all-in-one investing application where you can trade options with rebates, earn high APY on a cash account, buy bonds, utilize AI investment analysis, manage portfolios with advanced tools, and access pre-market trading sessions. Take control of your investments and dive deep into financial analysis with ease.

Vanguard: Save, Invest, Retire

Investing, Advice, Retirement

Free

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.

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.

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.

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!

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.

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.

LPL Account View

by LPL FINANCIAL CORPORATION

Free

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.

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.

Sparkasse Ihre mobile Filiale

Bankgeschäfte mobil erledigen

Free

A mobile banking app that allows you to conveniently manage all your accounts, make transfers, set up alerts, find nearby branches, and ensure secure transactions using advanced security features like Touch ID/Face ID. Accessible features include giropay | Kwitt for easy money transfers, Apple Pay integration, and a financial planner tool for budgeting. Download now and stay on top of your finances anytime, anywhere.

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!

Titan: Your Investment Team

Investing, Wealth Management

Free

Titan is a comprehensive wealth platform that offers free net worth tracking, the ability to benchmark against peers, trade and invest with no fees, and access advanced investment products. With a focus on providing a smarter approach to investing, users can manage their entire financial picture in one place, including individual stock trading, professional investment management, and alternative investment options. Download the app to start tracking your net worth for free and take control of your finances seamlessly.