Best Finra Dr Portal Apps

5.0(4 ratings)

Free

Manage arbitration cases on the go with this platform for FINRA arbitrators. Access case details, join hearings, and schedule Zoom calls directly from your device. Stay organized and communicate with staff and parties efficiently.

FTWA Client Portal App by Fifth Third Wealth Advisor LLC

Strong Contender

0.0(0 ratings)

Free

ITC Client Portal by Independent Trustee Company Ltd

Worth Considering

by Prospera Financial Services, Inc

0.0(0 ratings)

Free

More Finra Dr Portal apps to explore

Prospera Client Portal

Access portfolio dataSimple interfaceElegant design

Access your financial portfolio data through a streamlined interface. Requires authorization as a Prospera client to log in and view your investment information.

SoFi: Bank, Invest & Crypto

(1)

free

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)

Rice Partnership Client Portal

by The Rice Partnership LLC

Sittner & Nelson Client Portal

(0)

by SITTNER & NELSON, LLC

E*TRADE: Invest. Trade. Save.

(0)

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)

Weston Banks Client Portal

by Weston Banks & Company, LLC

Portfolio data accessSimple interfaceElegant design

Access your investment portfolio and financial data through a streamlined and intuitive interface. This application requires authorized user access, with requests managed through your financial team.

by Avalon Capital Management

Invest, save, plan in one app.

Invest in stocks, ETFs, mutual fundsTrade cryptocurrenciesCash management and bill pay

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.

(3.3M)

Dave: Credit, Cash & Money App

Get Paid Early, No Hidden Fees

Up to $500 cash advanceNo credit check or interest on advancesGet paid up to 2 days early

Access up to $500 in minutes without a credit check or interest. Get paid up to two days early, avoid pesky fees, and save effortlessly with dedicated savings accounts. This app offers financial management tools to help you reach your goals.

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.

by OpenArc Corporate Advisory, LLC

(29K)

free

OpenArc Client Portal

Portfolio accessPerformance report downloadsAdvisor communication

Access your investment portfolio, download performance reports, and communicate with your financial advisor directly from your mobile device. Stay informed and connected with your financial world on the go.

Plan, save, invest, retire

Consolidated account viewRetirement planningBudget tracking

This app provides a comprehensive financial overview, consolidating all your accounts in one place. It offers tools to plan for retirement, manage budgets, track net worth, and simulate financial scenarios, making financial management clearer and simpler.

(419K)

Ally: Bank, Auto & Invest

The app for all things money

Manage bank, auto, and investment accountsSchedule vehicle payments and use Auto PaySmart savings tools like buckets and boosters

Manage your banking, investments, and auto payments all in one secure app. Features include smart savings tools, commission-free trading, and personalized investment advice. Get early direct deposit and free FICO® Score updates.

by Brand Asset Management Group Inc

Manage Forex tasks on-the-go