Best Charles Schwab Roth Ira Apps

248+ iOS apps curated and reviewed

4.6 avg rating
20 free apps
Updated August 2026

Finding the right charles schwab roth ira apps can be overwhelming with so many options. We've analyzed 248+ apps to bring you the best choices for 2026, from free options to premium solutions with advanced features.

Compare top Charles Schwab Roth Ira Apps (August 2026)

#AppPriceRatingAdsIn-App PurchasesUpdated
1Schwab MobileSchwab MobileFree4.8โ˜… (1.2M)NoNoAug 2026
2Fidelity InvestmentsFidelity InvestmentsFree4.8โ˜… (3.3M)NoNoAug 2026
3thinkorswim: Trade. Invest.thinkorswim: Trade. Invest.Free4.7โ˜… (325K)NoNoAug 2026
4E*TRADE: Invest. Trade. Save.E*TRADE: Invest. Trade. Save.Free4.7โ˜… (381K)NoNoAug 2026
5M1: Invest & Bank SmarterM1: Invest & Bank SmarterFree4.7โ˜… (74K)YesNoAug 2026
6Vanguard: Save, Invest, RetireVanguard: Save, Invest, RetireFree4.6โ˜… (177K)YesNoJul 2026
7SoFi: Bank, Invest & CryptoSoFi: Bank, Invest & CryptoFree4.7โ˜… (385K)NoNoAug 2026
8Betterment Invest & Save MoneyBetterment Invest & Save MoneyFree4.8โ˜… (65K)YesNoAug 2026

Top Picks for Charles Schwab Roth Ira

Schwab Mobile#1

Schwab Mobile by The Charles Schwab Corporation

Own your tomorrowยฎ
Editor's Choice
๐Ÿ’ฐ Finance
4.8๐Ÿ˜(1.2M ratings)
Free
#63in Finance
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Manage your investments, research market trends, and conduct banking all within a single application. Track your portfolio, deposit checks, and trade stocks, ETFs, and options with intuitive tools and real-time insights.

What We Love

  • ๐Ÿš€ Easy to use
  • ๐Ÿ”’ Secure banking
  • ๐Ÿ‘ Excellent customer service
  • ๐Ÿ’ก Helpful research tools

Room to Improve

  • ๐Ÿ› Inaccurate account information
  • ๐Ÿ› Slow order execution
  • ๐Ÿ‘Ž Dated user interface
Fidelity Investments#2

Fidelity Investments by Fidelity Investments

Invest, save, plan in one app.
Strong Contender
๐Ÿ’ฐ Finance
4.8๐Ÿ˜(3.3M ratings)
Free
#15in Finance
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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

  • ๐Ÿš€ Efficient app with quick access to accounts
  • ๐Ÿ”’ Secure login process
  • ๐Ÿ‘ Comprehensive research and data tools
  • ๐Ÿ’ก Ability to link external accounts for full financial view

Room to Improve

  • ๐Ÿ› Inaccurate account information and performance data
  • ๐Ÿ” Cluttered and unintuitive user interface
  • ๐Ÿ” Difficult to navigate and find desired features
thinkorswim: Trade. Invest.#3

thinkorswim: Trade. Invest. by The Charles Schwab Corporation

TD Ameritrade trading App
Worth Considering
๐Ÿ’ฐ Finance
4.7๐Ÿ˜(325K ratings)
Free
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Trade stocks, options, futures, and forex with a powerful mobile platform. Manage positions, analyze charts, and practice strategies with simulated trading. Get real-time data and educational resources.

What We Love

  • ๐Ÿš€ Powerful trading platform
  • ๐Ÿ“Š Excellent charting and analysis tools
  • ๐Ÿ’ป Seamless desktop and mobile integration
  • ๐Ÿค‘ Great for beginners and experienced traders

Room to Improve

  • ๐Ÿ› Frequent app crashes and bugs
  • ๐Ÿ•ฐ๏ธ Slow performance and lagging issues
  • ๐Ÿ’ณ High fees and commissions

More Charles Schwab Roth Ira apps to explore

4
E*TRADE: Invest. Trade. Save.
E*TRADE: Invest. Trade. Save.
E*TRADE: Invest. Trade. Save.
Stocks, ETFs, options, crypto
Free

This app simplifies investing, banking, and trading for users of all experience levels. It provides commission-free trades, research tools, educational resources, and high-yield savings options.

Commission-free stock, ETF, and options tradesMutual fund tradingProfessionally built portfolios
๐Ÿ’ฐ Finance
(381K)
free with in-app purchases
5
M1: Invest & Bank Smarter
M1: Invest & Bank Smarter
M1: Invest & Bank Smarter
Manage Money, Build Wealth
Free

This finance app simplifies wealth building by offering integrated earning, investing, and borrowing features. Manage cash with high yields, build custom investment portfolios with automated rebalancing, and access competitive margin rates, all within a secure platform.

High-Yield Cash AccountCustomizable Investment Portfolios (Pies)Automatic Rebalancing
๐Ÿ’ฐ Finance
(74K)
free with in-app purchases
6
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
๐Ÿ’ฐ Finance
(177K)
free
7
SoFi: Bank, Invest & Crypto
SoFi: Bank, Invest & Crypto
SoFi: Bank, Invest & Crypto
High-Yield Savings & Stocks
Free

Manage your banking, investments, and cryptocurrency all in one place. This app offers fee-free checking, high-yield savings, commission-free stock trading, and the ability to buy, sell, and hold over 25 cryptocurrencies. It also provides tools for loan pre-qualification and credit score monitoring.

Buy, sell, and hold cryptocurrencyFee-free checking accountHigh-yield savings account
๐Ÿ’ฐ Finance
(385K)
free with in-app purchases
8
Betterment Invest & Save Money
Betterment Invest & Save Money
Betterment Invest & Save Money
Investments & Cash Accounts
Free

Automated investing and savings app to build long-term wealth and reach financial goals. Offers expert-built portfolios, high-yield cash accounts, and tools for self-directed investing. Start with as little as $10.

Automated investing and savingsExpert-built diversified portfoliosHigh-yield cash accounts
๐Ÿ’ฐ Finance
(65K)
free with in-app purchases
9
Stash: Investing made easy
Stash: Investing made easy
Stash: Investing made easy
Invest in Stocks and ETFs.
Free

Invest in stocks and ETFs with expert-built portfolios, personalized guidance, and automation. This app helps everyday Americans grow their money for retirement, future goals, or as first-time investors. It offers tools like automated investing, a stock-back debit card, and financial coaching.

Expert-built portfoliosAutomated investingPersonalized financial guidance
๐Ÿ’ฐ Finance
(311K)
subscription
10
NetBenefits
NetBenefits
NetBenefits
Fidelity workplace benefits
Free

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.

Manage retirement savingsAccess stock optionsView health insurance details
๐Ÿ’ฐ Finance
(29K)
free
11
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
๐Ÿ’ฐ Finance
(17K)
free with in-app purchases
12
T. Rowe Price Personalยฎ
T. Rowe Price Personalยฎ
T. Rowe Price Personalยฎ
INVEST WITH CONFIDENCEยฎ
Free

Manage your entire investment portfolio, including external accounts, in one place. Track performance, make informed decisions with personalized insights, and execute trades quickly and securely. Access educational resources and dedicated support to help you achieve your financial goals.

Consolidated portfolio viewExternal account linkingDetailed fund performance
๐Ÿ’ฐ Finance
(23K)
free
13
Schwab Advisor Centerยฎ Mobile
Schwab Advisor Centerยฎ Mobile
Schwab Advisor Centerยฎ Mobile
by The Charles Schwab Corporation
Free

This app allows independent registered investment advisors to remotely monitor and manage client accounts. It offers secure access to account balances, positions, and request statuses, with features like mobile check deposit and direct support contact.

Remote client account managementView account balances and positionsTrack submitted request statuses
๐Ÿ’ฐ Finance
(42)
free
14
Charles Stanley My Accounts
Charles Stanley My Accounts
Charles Stanley My Accounts
Monitor your investments
Free

Access your investment accounts on your iPhone or iPad. Monitor portfolio valuations, view reports, and communicate securely with your investment manager. Pay money into your accounts and receive price alerts.

Portfolio valuationsCash transactionsInvestment reports
๐Ÿ’ฐ Finance
(0)
free
15
TIAA
TIAA
TIAA
by Teachers Insurance and Annuity Association America
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)
๐Ÿ’ฐ Finance
(8.3K)
free
16
Autopilot: Automated Investing
Autopilot: Automated Investing
Autopilot: Automated Investing
In your own brokerage account
Free

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.

Automate portfolio by copying tradersReal-time trade copyingPolitician trade tracker
๐Ÿ’ฐ Finance
(21K)
free with in-app purchases
17
Beanstox: Simple Investing
Beanstox: Simple Investing
Beanstox: Simple Investing
Start small, grow wealth
Free

This app offers automated investing in diversified ETF portfolios, retirement accounts, and other options. It simplifies long-term investing with recurring deposits and portfolio management, making it accessible for both beginners and experienced investors.

Automated ETF portfolio investingRetirement accounts (Traditional & Roth IRAs)Invest in Gold and Bitcoin ETFs
๐Ÿ’ฐ Finance
(4K)
free with in-app purchases
18
Trump Accounts: Official App
Trump Accounts: Official App
Trump Accounts: Official App
Invest in your childโ€™s future
Free

This app helps eligible American children start building long-term financial growth. It allows for contributions from family, friends, and employers, automatically investing funds for long-term growth. At 18, the account converts to a Traditional IRA.

Open accounts for eligible childrenAutomatic investment in long-term fundsTrack contributions and monitor performance
๐Ÿ’ฐ Finance
(14K)
free
19
Roth IRA Calculator
Roth IRA Calculator
Roth IRA Calculator
2025 IRS Roth IRA limit check
Free
๐Ÿ’ฐ Finance
(0)
20
PensionBee: Roll over 401(k)s
PensionBee: Roll over 401(k)s
PensionBee: Roll over 401(k)s
Roll over your old 401(k)s
Free

Consolidate your old 401(k)s and IRAs into one easy-to-manage retirement account. Choose your IRA type, access your savings 24/7, and receive personalized support from dedicated account managers. Plan confidently for your future with flexible investment options and transparent fees.

Consolidate 401(k)s and IRAsChoose Traditional, Roth, or SEP IRA1% rollover match available
๐Ÿ’ฐ Finance
(13)
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FAQ about Charles Schwab Roth Ira

What are the best charles schwab roth ira apps for iPhone?
Schwab Mobile tops our charles schwab roth ira apps ranking as of August 2026, with a 4.8-star average from 1.2M App Store ratings, and it's free to download.
Yes โ€” 20 of the top charles schwab roth ira apps we rank are free to download, including Schwab Mobile and Fidelity Investments.
Schwab Mobile has no ads and has no in-app purchases, according to its App Store listing as of August 2026.
We track 248+ charles schwab roth ira apps on the iOS App Store as of August 2026, ranked by rating, recency, and analysis of real user reviews.
This application allows you to invest in stocks, options, ETFs, and mutual funds. You can also research market trends, conduct banking activities, move money, track your portfolio, and deposit checks all from your mobile device.
Key features include seeing all your Schwab and external accounts in one place, easy fund transfers with mobile check deposit, an intuitive trade ticket, $0 online commissions on listed stock, ETF, and options trades, real-time quotes, breaking news, advanced market insights, customizable watchlists, and access to expert financial content.