Best Finra Dr Portal Apps

209+ iOS apps curated and reviewed

4.4 avg rating
20 free apps
Updated July 2026

Looking for free finra dr portal apps? 20 of our 209+ tracked titles are free to download — no subscription, no trial. The rest are premium picks worth paying for.

Compare top Finra Dr Portal Apps (July 2026)

#AppPriceRatingAdsIn-App PurchasesUpdated
1FINRA DR PortalFINRA DR PortalFree5.0★ (2)NoNoMay 2026
2SEI Connect - InvestorSEI Connect - InvestorFree4.1★ (30)YesNoJun 2026
3AdviceWorks®AdviceWorks®Free3.7★ (124)NoNoJul 2026
4AdvancedMD MobileAdvancedMD MobileFree4.4★ (4.4K)YesNoJul 2026
5Morgan Stanley Wealth MgmtMorgan Stanley Wealth MgmtFree3.4★ (433)NoNoJul 2026
6Copilot: Track & Budget MoneyCopilot: Track & Budget MoneyFree4.8★ (30K)NoYesJul 2026
7Finhabits: Invest My MoneyFinhabits: Invest My MoneyFree4.6★ (22K)YesNoJul 2026
8Ally: Bank, Auto & InvestAlly: Bank, Auto & InvestFree4.7★ (110K)NoNoJul 2026

Top Picks for Finra Dr Portal

AdviceWorks®#3

AdviceWorks® by Cetera Financial Group, Inc.

Client Access
Worth Considering
💰 Finance
3.7(124 ratings)
Free
AdviceWorks® screenshot 1
AdviceWorks® screenshot 2
AdviceWorks® screenshot 3
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AdviceWorks® screenshot 5
AdviceWorks® screenshot 6

Manage your complete financial overview on the go. This app offers tools for seamless control, enhanced collaboration with your financial professional, and secure document storage. Stay informed about your accounts, net worth, and performance with intuitive features.

More Finra Dr Portal apps to explore

4
AdvancedMD Mobile
AdvancedMD Mobile
AdvancedMD Mobile
AdvancedMD, Inc.
Free

This mobile EHR app allows healthcare professionals to manage patient records, appointments, and prescriptions from their iPad or iPhone. It offers full charting capabilities, secure messaging, and seamless integration with the AdvancedMD PM & EHR system for real-time updates.

Full EHR chartingTask management dashboardAppointment scheduling
🏥 Medical
(4.4K)
free with in-app purchases
5
Morgan Stanley Wealth Mgmt
Morgan Stanley Wealth Mgmt
Morgan Stanley Wealth Mgmt
by Morgan Stanley
Free

Manage your personal finances, accounts, and investments on the go. Deposit checks, transfer money, view documents, and connect with your financial advisor securely. Track spending, set alerts, and even lock your debit card if misplaced.

Account management and balance viewingMobile check depositMoney transfers and bill pay
💰 Finance
(433)
free
6
Copilot: Track & Budget Money
Copilot: Track & Budget Money
Copilot: Track & Budget Money
Spending, investing, net worth
Free

This app provides a clear and simple way to manage your finances. It offers smart tools for categorizing spending, budgeting, and tracking investments, all with bank-level security and personalized support. Reclaim control of your financial data with an intuitive interface.

AI-powered transaction categorizationAdaptive budgeting based on habitsSubscription tracking
💰 Finance
(30K)
subscription
7
Finhabits: Invest My Money
Finhabits: Invest My Money
Finhabits: Invest My Money
Invest, Learn, and Protect
Free

This app simplifies investing, saving, and learning about personal finance. It offers automated investment accounts, health insurance options, and educational resources to help users build a better financial future. Available in English and Spanish, it aims to make financial management accessible to everyone.

Automated investment accountsRetirement savings optionsHealth, dental, and vision insurance plans
💰 Finance
(22K)
free with in-app purchases
8
Ally: Bank, Auto & Invest
Ally: Bank, Auto & Invest
Ally: Bank, Auto & Invest
The app for all things money
Free

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.

Manage bank, auto, and investment accountsSchedule vehicle payments and use Auto PaySmart savings tools like buckets and boosters
💰 Finance
(110K)
free
9
Empower ®
Empower ®
Empower ®
Plan, save, invest, retire
Free

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.

Consolidated account viewRetirement planningBudget tracking
💰 Finance
(397K)
free with in-app purchases
10
SimplePractice for Clinicians
SimplePractice for Clinicians
SimplePractice for Clinicians
Practice Management Software
Free

Manage your practice on the go with intuitive tools for scheduling, client management, and administrative tasks. This HIPAA-compliant app offers a streamlined experience for clinicians to connect with clients, manage appointments, and access client information securely from their mobile devices.

Client scheduling and managementHIPAA-compliant securitySession note writing
🏥 Medical
(34K)
free
11
Stock Plan
Stock Plan
Stock Plan
Morgan Stanley at Work
Free

Manage your stock plan accounts on the go with this mobile application. View your balance, track vesting schedules, sell shares, and exercise options. Interactive visualizations provide key account information at a glance, with secure login options.

View stock plan account balance and activityCheck award vesting schedulesSell shares and exercise options
💰 Finance
(7.7K)
free
12
Client Access
Client Access
Client Access
by Raymond James Financial, Inc.
Free

Manage your investment portfolio, transfer funds, and deposit checks securely on your mobile device. Access account balances, market information, and financial documents anytime. It offers a secure vault for storing important papers and provides tools for in-depth financial reviews.

View account balances and investment valuesTransfer funds and deposit checksAccess market information
💰 Finance
(154)
free
13
Upgrade - Mobile Banking
Upgrade - Mobile Banking
Upgrade - Mobile Banking
Rewards Checking, Loans, Cards
Free

Manage your finances with a comprehensive mobile banking app. Access rewards checking, loans, and cards. Track balances, pay bills, monitor credit, and request cash advances.

Cash back rewards on card purchasesManage personal loans and credit linesTrack credit score and receive alerts
💰 Finance
(80K)
free with in-app purchases
14
eMoney Client Portal
eMoney Client Portal
eMoney Client Portal
eMoney Client Portal
Free

Access a consolidated view of your entire financial life, track spending and investments, and set personalized goals. Securely store important documents and communicate with your advisor all in one place.

All-in-one account aggregationSpending and investment trackingPersonalized goal setting
💰 Finance
(24)
free
15
Vanguard: Save, Invest, Retire
Vanguard: Save, Invest, Retire
Vanguard: Save, Invest, Retire
Investing, Advice, Retirement
Free

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.

Account overview and balance trackingInvestment performance trackingCost basis and day change details
💰 Finance
(177K)
free
16
Primerica Online
Primerica Online
Primerica Online
Representative App
Free

This app empowers financial representatives to manage and grow their business remotely. Access client tools for insurance and investments, training materials, and business management features. Stay connected with company news and social media resources.

Client insurance and investment toolsFinancial analysis and calculatorsLicensing and training materials
💰 Finance
(1.1K)
free
17
Money App - Cash Advance
Money App - Cash Advance
Money App - Cash Advance
by PRG Ventures, Inc.
Free

Access your earned wages early to cover immediate expenses like groceries, gas, and bills. This service allows you to get cash before your payday without interest, credit checks, or hidden fees. Repayment is automatic via payroll deduction or linked bank account.

Access earned wages earlyNo interest or credit checksNo late or hidden fees
💰 Finance
(25K)
free with in-app purchases
18
Edward Jones
Edward Jones
Edward Jones
Track your goals on-the-go
Free

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.

View account holdings and performanceTrack progress toward financial goalsMessage and share documents with team
💰 Finance
(134K)
free
19
Voya
Voya
Voya
by Voya Services Company
Free

Manage your entire financial life from one secure app. Track retirement, health savings, and investment accounts, alongside external banking and credit card information. Receive personalized guidance and access interactive tools to help you achieve your financial goals.

All-in-one account aggregationPersonalized financial guidanceRetirement income modeling
💰 Finance
(188K)
free
20
Origin: AI Budget and Track
Origin: AI Budget and Track
Origin: AI Budget and Track
Spending, Saving, & Net Worth
Free

Effortlessly track finances, create AI-powered budgets, and gain personalized financial guidance. Manage spending, investments, and plan for life events with secure account connections and expert advice.

Securely connect financial accountsTrack spending, cash flow, subscriptions, and billsBuild AI-powered budgets
💰 Finance
(3.6K)
free with in-app purchases

FAQ about Finra Dr Portal

What are the best finra dr portal apps for iPhone?
FINRA DR Portal tops our finra dr portal apps ranking as of July 2026, with a 5.0-star average from 2 App Store ratings, and it's free to download.
Yes — 20 of the top finra dr portal apps we rank are free to download, including FINRA DR Portal and SEI Connect - Investor.
FINRA DR Portal has no ads and has no in-app purchases, according to its App Store listing as of July 2026.
We track 209+ finra dr portal apps on the iOS App Store as of July 2026, ranked by rating, recency, and analysis of real user reviews.
FINRA DR Portal is a case management platform designed specifically for FINRA arbitrators. It allows users to manage their cases, join hearings, and communicate with relevant parties directly from their iOS devices.
FINRA DR Portal is available on iOS devices, specifically iPhones and iPods. It is not currently available on Android or other platforms.