211+ iOS apps curated and reviewed
If you already know Fiduciary Trust Account Access, this is the deeper bench. 211+ fiduciary trust apps for iPhone, all reviewed and ranked by user rating, recency, and download trend as of June 2026.
Access your financial account information on the go. View market value, positions, recent transactions, and important documents securely. Contact your advisor for login help.
Manage your wealth and investment accounts securely on the go. View balances, holdings, and recent transactions. Safely share documents with your financial team through a digital vault.
Create, organize, and update your estate plan from your phone. Protect your legacy and loved ones with state-specific legal documents like Wills and Trusts. Capture and track your assets easily.
Secure your family's future with an all-in-one platform for life insurance and estate planning. Apply for term life insurance in minutes with no medical exams and create legally solid Wills and Trusts with guided tools.
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.
Access and manage your retirement accounts with this financial tool. It provides specialized services for wealth management, trust administration, and retirement plan administration, focusing on long-term wealth preservation.
Access your investment information securely on the go. Quickly view portfolio balances, account summaries, holdings, and performance with detailed breakdowns and graphs.
Manage your retirement savings and investments conveniently from your mobile device. Monitor account details, track investment elections, and take control of your financial future anytime, anywhere.
Access detailed trust and investment information, including account balances, holdings, and transaction history. Stay informed with stock quotes, company news, charts, and market updates. Available to U.S. Bank trust and investment clients.
This app serves as an educational resource for investors, offering personalized wealth management advice and tools. It provides access to expert interviews, investment articles, and interactive surveys to help users understand evidence-based investing strategies and achieve their financial goals.
Manage your pooled trust account securely on the go. View balances, track transactions, and submit disbursement requests. This app simplifies trust account management with transparency and convenience.
Access your financial portfolio with ease. View net worth, holdings, transactions, and asset allocation. Customize your views with account groups and retrieve statements. Enhanced security features include 2-factor and biometric authentication.
This app provides a secure, centralized platform to organize and protect all your important family information, from financial and legal documents to passwords and IDs. It facilitates collaboration among family members and offers expert assistance for digital organization.
Manage your trust services and access account information conveniently through a mobile interface. The app replicates the website's dashboard for streamlined navigation and task completion.
This app connects the investment management community, fostering stronger relationships and unique opportunities. It provides a secure platform for finding professionals, scheduling meetings, sharing documents, and tracking interactions globally.
Manage your company-sponsored retirement account on the go. View account details, initiate transactions, adjust contributions, and update beneficiary information.
