Best Charles Schwab Roth Ira Apps

4.8😐(1.2M ratings)

Free

#65in Finance

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

🚀 Easy to use
🔒 Secure banking
👍 Excellent customer service
💡 Helpful research tools
🚀 Smooth mobile experience

Room to Improve

🐛 Inaccurate account information
🐛 Slow order execution
👎 Dated user interface
🐛 Frequent app crashes
👎 Limited customization options

Fidelity Investments by Fidelity Investments

Invest, save, plan in one app.

Strong Contender

4.8😐(3.3M ratings)

Free

#15in 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

thinkorswim: Trade. Invest. by The Charles Schwab Corporation

TD Ameritrade trading App

Worth Considering

Schwab Advisor Center® Mobile

4.7😐(325K ratings)

Free

thinkorswim: Trade. Invest. screenshot 1

thinkorswim: Trade. Invest. screenshot 2

thinkorswim: Trade. Invest. screenshot 3

thinkorswim: Trade. Invest. screenshot 4

thinkorswim: Trade. Invest. screenshot 5

thinkorswim: Trade. Invest. screenshot 6

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

🚀 Powerful trading platform
📊 Excellent charting and analysis tools
💻 Seamless desktop and mobile integration
🤑 Great for beginners and experienced traders
🗓️ Helpful paper trading feature

Room to Improve

🐛 Frequent app crashes and bugs
🕰️ Slow performance and lagging issues
💳 High fees and commissions
🔒 Security concerns with account access
🇦🇺 Not available in certain regions

More Charles Schwab Roth Ira apps to explore

by The Charles Schwab Corporation

Remote client account managementView account balances and positionsTrack submitted request statuses

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.

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)

E*TRADE: Invest. Trade. Save.

Stocks, ETFs, options, crypto

Commission-free stock, ETF, and options tradesMutual fund tradingProfessionally built portfolios

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.

(381K)

Boldin Retirement Planner

Financial Freedom & Nest Egg

Financial health dashboardWhat-if scenario modelingGoal tracking

Plan your financial future with a comprehensive retirement and goal-tracking tool. Model various scenarios, optimize savings, and manage your entire financial portfolio locally on your device for enhanced privacy and security.

SoFi: Bank, Invest & Crypto

(4)

ad-supported

Online Banking & Investing

Buy, sell, and hold cryptocurrencyFee-free checking accountHigh-yield savings account

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.

(385K)

2026 Roth limit by your MAGI

Roth IRA Calculator

Calculate Roth IRA contribution limitsView limits for current and previous tax yearsEnter filing status, birth year, MAGI, and contributions

Calculate your Roth IRA contribution limits for the current and previous tax years based on your Modified Adjusted Gross Income (MAGI). View detailed calculations and explore basic Roth IRA information.

(2)

Trump Accounts: Official App

Invest in your child’s future

Open accounts for eligible childrenAutomatic investment in long-term fundsTrack contributions and monitor performance

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.

(22K)

Wealthfront: Save and Invest

Saving, investing, stocks.

High-yield cash account with APYAutomated ETF portfoliosCommission-free stock and ETF investing

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.

(17K)

Charles Stanley My Accounts

Monitor your investments

Portfolio valuationsCash transactionsInvestment reports

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.

(0)

Betterment Invest & Save Money

Investments & Cash Accounts

Automated investing and savingsExpert-built diversified portfoliosHigh-yield cash accounts

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.

(66K)

AI financial advisor built in

M1: AI Wealth Management

High-Yield Cash AccountCustomizable Investment Portfolios (Pies)Automatic Rebalancing

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.

(75K)

T. Rowe Price Personal®

INVEST WITH CONFIDENCE®

Consolidated portfolio viewExternal account linkingDetailed fund performance

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.

(23K)

Beanstox: Simple Investing

Start small, grow wealth

Automated ETF portfolio investingRetirement accounts (Traditional & Roth IRAs)Invest in Gold and Bitcoin ETFs

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.

(4.2K)

Acorns: Save & Invest Money

ETF, Stock Investing & Savings

Automated investingInvest spare changeRecurring investments

This app automates saving, investing, and spending to help you grow your financial wellness. It allows you to invest spare change, set recurring investments, and even invest in Bitcoin. You can also save for emergencies, retirement, and your children's futures.

Early retirement, year by year

PensionBee: Roll over 401(k)s

(0)

Roll over your old 401(k)s

Consolidate 401(k)s and IRAsChoose Traditional, Roth, or SEP IRA1% rollover match available

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.

Capital Group PlanPremier401k

(22)

ad-supported

Manage your 401k

View retirement income estimatesCheck personal rate of returnManage contribution amounts

Manage your employer-sponsored retirement plan, view account details like income estimates and rates of return, and make changes to contributions, investments, and beneficiaries. Access plan forms and upload documents for account updates.