Best Fidelity Investments 401K Apps

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.

(177K)

Acorns: Save & Invest Money

Grow Your Financial Wellness

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.

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.

Consolidated account viewMobile check depositIntuitive trade ticket

(1.2M)

Capital Group PlanPremier401k

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.

Betterment Invest & Save Money

(11K)

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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.

(63K)

Capital Group RKDirect 401k

Manage your 401k

View account balancesCheck personal rate of returnReview transaction history

Manage your employer-sponsored retirement plan on the go. View account details like balances, rates of return, and transaction history. Make changes to your investments, contribution allocations, and personal information as permitted by your plan.

(11K)

M1: Invest & Bank Smarter

Manage Money, Build Wealth

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.

(74K)

Health benefits + expenses

Fidelity Health®

Access health plan coverage detailsStore health benefit ID cardsManage HSA and FSA balances

Manage your employer-sponsored health benefits and healthcare expenses with ease. Access coverage details, store ID cards, track HSA/FSA balances, and pay providers directly. Simplify your healthcare financial management on the go.

(24K)

Autopilot: Automated Investing

In your own brokerage account

Automate portfolio by copying tradersReal-time trade copyingPolitician trade tracker

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.

(19K)

Fidelity International Ltd

Fidelity PlanViewer

Manage retirement savingsTrack plan value and performanceMonitor contributions

Manage your workplace retirement savings with this app. Track your plan's value and performance, monitor contributions, and update your investment details. Access helpful planning tools, expert news, and guidance directly from your smartphone.

(88)

Stock Master: Investing Stocks

Stock Market Trading Stocks AI

Real-time stock quotesCustomizable alertsStock watchlists and portfolios

This app provides real-time stock quotes, advanced charting tools, and market insights to help users track investments and identify trading opportunities. It offers customizable alerts, portfolio management, and a proprietary Trendscore engine to discover potential breakout stocks.

(73K)

Fidelity Charitable

by Fidelity Investments

Open a Giving AccountRecommend grantsMonitor grant status

Manage your charitable giving on the go. This app allows you to open a Giving Account, recommend grants to your favorite organizations, and track the status of your contributions and future recommendations. It also provides tools to manage your investment selections and account details.

(20)

Access your 401(k) anytime

Guideline

Set up 401(k) in minutesAccess and manage contributionsInvest in recommended portfolios

Easily set up and manage your 401(k) retirement account directly from your phone. Track progress, adjust contributions, and consolidate savings from other accounts. Invest with confidence through guided portfolio selection and automatic rebalancing.

(1.8K)

Pay Your Team, Not the IRS

Planforge 401k

Personalized 401(k) dashboardElectronic form signingAuto-escalation setup

Access your employer-sponsored 401(k) plan securely and instantly. View your dashboard, sign forms electronically, set up auto-escalation, and receive personalized investment recommendations. Track deadlines and plan milestones with ease.

SDIRA, Solo 401(k), ROBS

Account managementDiverse investment optionsSecure transactions

Manage your self-directed retirement accounts, explore diverse investment options like real estate and crypto, and access expert resources. Stay informed with real-time alerts and secure transactions to take control of your financial future.

(38)

eOption: Trading & Investing

Stock, Option & ETF Trades

Trade stocks, ETFs, and multi-leg optionsReal-time streaming quotes and chartsCustomizable watchlists and screens

Trade stocks, ETFs, and options on the go with real-time market data, customizable watchlists, and advanced charting tools. Monitor your accounts, set price alerts, and access extended hours trading securely from your mobile device.

(116)

TradeUP: Trade, Invest & Save

Stocks, ETFs, and Options

Zero commission tradingNo fees on options24/5 market access

Trade stocks, ETFs, and options with zero commission fees and access to advanced analytics. Enjoy 24/5 market access, one-click IPO subscriptions, and competitive margin rates. Secure and reliable trading with a modern, intuitive interface.

(336)

401GO

401k plan management

View account balance and gains/lossesReview and adjust investment allocationsGenerate savings projections

Manage your 401(k) retirement savings with ease. Track your balance, adjust investments, and generate savings projections. Get personalized recommendations and update beneficiaries securely.

(16)