Best Canvas Annuity Customer App

5.0(1 ratings)

Free

Canvas Annuity Customer App screenshot 1

Canvas Annuity Customer App screenshot 2

Canvas Annuity Customer App screenshot 3

Access your annuity account details, view important documents, and track your investment growth. Get answers to common questions and manage your finances on the go.

Fidelity Investments by Fidelity Investments

Invest, save, plan in one app.

Strong Contender

4.8😐(3.3M ratings)

Free

#14in Finance

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.

What We Love

🚀 Efficient app with quick access to accounts
🔒 Secure login process
👍 Comprehensive research and data tools
💡 Ability to link external accounts for full financial view
👍 Reliable and trustworthy platform

Room to Improve

🐛 Inaccurate account information and performance data
🔍 Cluttered and unintuitive user interface
🔍 Difficult to navigate and find desired features
🔍 Lacking key features for active traders
🐛 Buggy app with frequent crashes and performance issues

Empower ® by Empower Retirement, LLC

Plan, save, invest, retire

Worth Considering

4.8😞(412K ratings)

Free

#74in Finance

This app provides a comprehensive financial overview, consolidating all your accounts in one place. It offers tools to plan for retirement, manage budgets, track net worth, and simulate financial scenarios, making financial management clearer and simpler.

What We Love

👍 Good product overall
🚀 Sleek design and robust performance
🔒 Excellent customer service and support

Room to Improve

🐛 Buggy and unreliable app
⏱️ Slow loading times
🤔 Missing key features and functionality
🤯 Confusing and unintuitive navigation
💻 Forced to use app instead of website
🇨🇦 Not compatible with Canadian users

More Canvas Annuity Customer App apps to explore

NorthAmerican+

North American annuities

Seamless agent experiencePre-sale to policy issueAnnuity sales support

This application streamlines the annuity sales process for agents. It offers a seamless experience from initial client engagement to policy issuance, designed specifically for those selling annuities from the North American Company.

Fidelity workplace benefits

Manage retirement savingsAccess stock optionsView health insurance details

Manage your Fidelity workplace benefits, including retirement savings, stock options, health insurance, and HSAs. Track account balances, investments, and expenses. Plan for your future with personalized tools and educational resources.

(29K)

Vanguard: Save, Invest, Retire

Investing, Advice, Retirement

Account overview and balance trackingInvestment performance trackingCost basis and day change details

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.

by Voya Services Company

All-in-one account aggregationPersonalized financial guidanceRetirement income modeling

Manage your entire financial life from one secure app. Track retirement, health savings, and investment accounts, alongside external banking and credit card information. Receive personalized guidance and access interactive tools to help you achieve your financial goals.

Retire on your terms.

View account balancesRoll over fundsChange contributions

Manage your retirement savings and financial goals from your mobile device. Track account balances, adjust contributions, and access educational resources to improve your financial confidence. Tools are available to help you assess your progress towards retirement.

free with in-app purchases

(236K)

Thrift Savings Plan

Official app of the TSP

Access TSP account summaryCheck investment performanceChange investment mix

Manage your Thrift Savings Plan (TSP) account directly from your mobile device. Review your account summary, track investment performance, and make changes to your investment mix. The app also facilitates secure document submission and mobile check deposits for rollovers.

Track your goals on-the-go

View account holdings and performanceTrack progress toward financial goalsMessage and share documents with team

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.

Your policy on the go.

Access policies in one placeView coverage and valuesMake premium and loan payments

Securely access and manage your life insurance and annuity policies from your mobile device. View policy details, make payments, set up autopay, and track transactions. Stay connected with agent contact information and receive important alerts.

by American Fidelity Assurance Company

File and track claimsView policy coverageAccess EOBs

Manage your American Fidelity reimbursement accounts, insurance benefits, and annuities. File and track claims, view policy details, and access account balances. Prepare for enrollment by calculating savings and learning about available benefits.

free with in-app purchases

(83K)

Midland+

Midland National annuities

Annuity sales process managementPre-sale supportPolicy issue facilitation

This app streamlines the annuity sales process for agents selling policies from Midland National Life Insurance Company. It supports agents from the initial sales phase through to policy issuance, aiming for a seamless experience.

HR for Employees & Managers

View pay & W2 statementsRequest and approve time offTrack time & attendance (punch in/out, timesheets)

Access payroll, time, benefits, and HR information for yourself and your team. Track time, view pay statements, manage time off, and connect with colleagues. Managers can approve requests and view team calendars.

💼 Business

(4.4M)

free with in-app purchases

TIAA

by Teachers Insurance and Annuity Association America

Secure login (password, Touch ID, Face ID)Investment and retirement plan managementBrokerage trading (equities, ETFs, mutual funds)

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.

This app empowers financial representatives to manage and grow their business remotely. Access client tools for insurance and investments, training materials, and business management features. Stay connected with company news and social media resources.

Client insurance and investment toolsFinancial analysis and calculatorsLicensing and training materials

Advice•Protection•Retirement

Account access with FaceID/TouchIDConsolidated account viewAccess to historical documents

Manage your financial accounts, investments, and retirement plans conveniently on the go. Access account details, documents, and update your profile. Connect with your financial professional and customer service.

(32K)

John Hancock Retirement

by John Hancock

Manage retirement plan accountView account balance and historyUpdate contribution rates

Manage your retirement plan securely and conveniently on the go. Access account details, make changes, and set financial goals with real-time projections. Utilize educational resources for personal finance and wellness.

by EquiTrust Life Insurance Company

Annuity and life product informationNew business trackingCommission details

Access annuity and life product details, new business information, and commission data. Receive personalized alerts to enhance operational efficiency. Requires an active EquiTrust Agent Website login.

💼 Business

(3)

Transamerica Retirement App

by Transamerica Retirement Solutions, LLC

On-the-go account accessView account balance and performanceAdjust savings rate

Manage your retirement savings and investments on the go. Access account balances, track performance, and adjust savings or investment strategies. Utilize tools to project future retirement outlook based on your current plan.

(3.2K)