Best Csw Finserv Apps

Betterment Invest & Save Money

Investments & Cash Accounts

Free

An innovative investment platform designed to help users grow their wealth through automated investing, personalized advice, and goal-based strategies. Start investing smarter today for a more secure financial future.

NetBenefits

Fidelity workplace benefits

Free

Manage all your Fidelity workplace benefits in one place with this app. View retirement savings, manage HSA expenses, access educational materials, and stay secure with advanced security measures. Take control of your financial well-being today.

Wealthfront: Save and Invest

Saving, investing, stocks.

Free

An application for saving, investing, and trading in stocks with high interest rates for cash savings, automated portfolio management for low-risk bond ETFs, personalized automated index fund investments, and commission-free stock investing. It offers a streamlined approach to managing finances and building wealth in one place. Start managing your finances smarter today!

Marcus by Goldman Sachs®

Banking & Personal Finance

Free

A convenient and efficient banking app designed to help you manage your finances effortlessly. Experience seamless transactions, easy account monitoring, and personalized financial insights tailored to your needs. Take control of your money today.

Beanstox: Automated Investing

Seriously Simple Investing®

Free

Automated Investing app offering over 5% on savings, personalized expert-built portfolios, and investments in 500 major US companies. Start with free Power Savings for 5% savings or free Stocks 500 for automated investing in a selection of US companies.

SoFi: Bank, Invest & Crypto

Online Banking & Investing

Free

This application is a comprehensive platform for banking, investing, and financial management. Users can earn high interest rates on savings, invest in stocks and ETFs, access financial planning tools, and enjoy various perks like cash back rewards and cell phone insurance.

Capital Group PlanPremier401k

Manage your 401k

Free

This app is designed for American Funds PlanPremier participants to manage their 401k accounts. Users can view key account details, make account changes, access forms, and utilize various account management tools.

Ameriprise Financial

by Ameriprise

Free

Access financial information, connect with your advisor, track progress, view accounts, collaborate securely, and complete tasks all in one place with the Ameriprise Financial app. Make informed financial decisions and manage your portfolio on-the-go. Visit the website for more information on privacy and security.

Cowrywise: Save & Invest Money

Save. Invest. Get richer daily

Free

Save and invest effortlessly with our user-friendly app that allows you to set financial goals, automate savings, and invest in mutual funds easily. Start building wealth today!

Capital Group RKDirect 401k

Manage your 401k

Free

This app is designed for participants in American Funds RecordkeeperDirect 401k plans to manage their retirement accounts. Users can view account details, make changes to their account, and access various account management features provided by Capital Group, home of American Funds. Contact your employer to determine if this app is suitable for your plan.

Angel One: Stocks, Mutual Fund

Demat, Stock Market Investment

Free

Invest and trade stocks, mutual funds, and more with a powerful investing and trading app trusted by millions. Enjoy seamless trading, simplified portfolio analysis, and lightning-fast interactions. Start investing and growing your wealth today!

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.

Schwab Workplace Retirement

by The Charles Schwab Corporation

Free

This mobile application for retirement planning offers support for dark mode, access to financial guides, security enhancements, and bug fixes. User options may vary based on plan and participant settings. Explore your retirement planning with this app.

Firstrade: Invest & Trade

Stocks, Options, ETFs.

Free

A commission-free investment app that allows users to trade stocks, ETFs, options, and mutual funds with no commission fees. Start investing easily and grow your portfolio with powerful tools and real-time market data.

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.

AlRajhi Capital

Invest with expertise

Free

"Access all your investment needs in one platform with a user-friendly app. Buy and sell stocks in Tadawul Saudi Market, invest in global markets, and explore a wide selection of mutual funds for various investment options. Whether you're new or experienced, our app is designed for easy navigation and informed decision-making. Get started today!"

BPAS University

The Road to Financial Security

Free

Embark on the path to financial security with BPAS U, offering virtual classrooms, modeling tools, risk assessments, quizzes, research resources, and notifications to simplify retirement and benefit planning. Start saving early and optimize your financial future with BPAS U.