Best Edvest 529 Apps

4.7😐(29K ratings)

Free

Manage your education savings plan account on the go. Securely access your 529 plan, track investments, and make contributions. Withdraw funds for education expenses starting July 2025.

What We Love

🚀 Easy to use
👍 Convenient for tracking 529 plans
💡 Allows recurring contributions
🚀 Fast and responsive
👍 User-friendly interface
👍 Organized and intuitive

Room to Improve

🐛 Buggy and unreliable
🔍 Limited functionality compared to website
🔍 Lacks key features like performance tracking and withdrawal options
🔍 Recurring contributions not flexible enough
🔍 Difficult to find and navigate the app

Principal® by Principal Financial Group

Retire on your terms.

Strong Contender

4.8😞(236K ratings)

Free

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.

What We Love

🚀 Easy to use
👍 Convenient mobile access
💡 Helpful investment tools
🔒 Secure login process

Room to Improve

🐛 Frequent crashes and bugs
⏱️ Slow and laggy performance
📊 Lacking key account information
🤔 Confusing navigation and UI

SoFi: Bank, Invest & Crypto by Social Finance, LLC

Online Banking & Investing

Worth Considering

Acorns: Save & Invest Money

4.7😐(385K ratings)

Free

#19in Finance

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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.

What We Love

🚀 Convenient all-in-one finance app
💰 Competitive interest rates on savings
👍 Intuitive and user-friendly interface
📈 Integrated investment platform
💳 Useful credit card with rewards
🔒 Secure account management

Room to Improve

🐛 Buggy and unreliable account management
🕰️ Slow money transfer and withdrawal process
💸 Unwarranted account freezes and fund holds
🤖 Poor and unresponsive customer service
📈 Cluttered app with too many upsells
🔍 Difficulty verifying identity and updating info

More Edvest 529 apps to explore

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.

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.

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.

by The Bank of New York Mellon Corporation

by Virtus Investment Partners, Inc.

Backer: Smart 529 Savings

Simple, fast, fun way to 529

Open 529 plan quicklyInvite family and friends to contributeAutomated recurring contributions

Easily open a 529 college savings plan for your child. Invite family and friends to contribute to your child's education fund and watch savings grow tax-free. Get a recommended plan in minutes.

Capital Group PlanPremier401k

(504)

free

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.

Educators WI Mobile Banking

(11K)

ad-supported

by Educators Credit Union - WI

Account management and transaction historyMobile check depositBill payment and fund transfers

Manage your finances on the go with this secure mobile banking app. Check balances, transfer funds, pay bills, deposit checks, and monitor your credit score. It also offers tools for budgeting, savings goals, and financial wellness assessments.

(80K)

free

Oportun: Savings & Loans

Save money automatically

Automated savings towards goalsPersonalized savings based on spendingPause or transfer savings anytime

This finance app helps you reach savings goals by automatically setting aside money based on your income and spending. It also allows existing loan members to easily manage their accounts and payments within the app.

Hadley: Your 529 Plan App

(289K)

subscription

Education saving for all

Link existing 529 plansFind and match to new 529 plansView plan and progress

Easily contribute funds to your 529 college savings plan. Link existing plans or find a new one for free. Track your progress and set up recurring contributions to never miss a savings opportunity.

📚 Education

(28)

free

Qapital: The Money Saving App

Save. Invest. Budget.

Automated savings goalsSmart budgeting rulesInvest in ETFs

Automate your savings, investments, and budgeting with intelligent rules based on your habits. Set unlimited financial goals, track progress, and even team up with a partner on shared objectives. Spend smarter with a dedicated debit card and real-time budget notifications.

by Lakeside Credit Union

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.

free with in-app purchases

(17K)

MoneyCoach

Interactive Financial Learning

by Oshkosh Community Credit Union

Savings goal – Smart Planner

Create your savings plan

🔧 Utilities

Advisor-Guided 529 College

Bright Directions 529