Best Fpfoco Mobile Dashboard Apps

5.0(2 ratings)

Free

Manage your investments with ease. View portfolio details, allocations, and performance. Access statements, connect with your advisor, and schedule appointments directly from your mobile device.

Schwab Mobile: Invest & Trade by The Charles Schwab Corporation

Trading, stocks & finance

Strong Contender

4.8😐(1.2M ratings)

Free

#46in Finance

Schwab Mobile: Invest & Trade screenshot 1

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Manage your investments, research market opportunities, and handle your banking needs all within a single, secure application. Track your portfolio, deposit checks, and access expert financial content on the go.

What We Love

🚀 Easy to use
🔒 Secure banking
👍 Excellent customer service
💡 Helpful research tools
🚀 Smooth mobile experience

Room to Improve

🐛 Inaccurate account information
🐛 Slow order execution
👎 Dated user interface
🐛 Frequent app crashes
👎 Limited customization options

Empower ® by Empower Retirement, LLC

Plan, save, invest, retire

Worth Considering

E*TRADE: Invest. Trade. Save.

4.8😞(426K ratings)

Free

#55in Finance

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.

What We Love

👍 Good product overall
🚀 Sleek design and robust performance
🔒 Excellent customer service and support

Room to Improve

🐛 Buggy and unreliable app
⏱️ Slow loading times
🤔 Missing key features and functionality
🤯 Confusing and unintuitive navigation
💻 Forced to use app instead of website
🇨🇦 Not compatible with Canadian users

More Fpfoco Mobile Dashboard apps to explore

Stocks, ETFs, options, crypto

$0 commissions on stocks, ETFs, and optionsTrade cryptocurrencyFirm-constructed portfolio solutions

Invest, trade, and bank with a comprehensive financial app. Access stocks, ETFs, options, and crypto with $0 commissions. Enjoy banking services, research tools, and customer support.

(381K)

Ally: Bank, Auto & Invest

The app for all things money

Manage bank, auto, and investment accountsSmart savings tools like buckets and boostersCommission-free trading on eligible stocks and funds

Manage your bank, investment, and auto accounts in one secure, convenient app. Features include smart savings tools, commission-free trading, and vehicle payment management. Get paid early and avoid fees with this comprehensive financial management solution.

(115K)

by National Financial Services LLC

Wealthscape Investor℠

Access managed brokerage accountsView portfolio, positions, and balancesAccess account statements and tax forms

Manage your brokerage accounts on the go with an enhanced user experience. Access account information, view statements and tax forms, and perform self-service actions like mobile check deposits and equity order submissions. Advanced security features protect your financial data.

(20K)

Investing, saving & advice

M1: AI Wealth Management

AI fiduciary financial advisorPersonalized investment adviceCustom stock and ETF Pies

This AI-powered financial advisor offers personalized investment, saving, and borrowing advice integrated directly into your accounts. It acts as a registered fiduciary, legally bound to your best interests, providing on-demand portfolio reviews and custom investment strategies.

Betterment Invest & Save Money

(75K)

ad-supported

Investments & Cash Accounts

Automated investing and savingsExpert-built diversified portfoliosHigh-yield cash reserve account

Automated investing and savings app to help you reach financial goals. Offers expert-built portfolios, high-yield cash accounts, and tools for retirement planning and wealth building. Start with as little as $10.

free with in-app purchases

(67K)

Edward Jones

Track your goals on-the-go

View account holdings and performanceConnect external accountsTrack progress toward financial goals

Manage your financial goals and accounts on the go. View holdings, track progress, and securely message your advisor. Deposit checks and transfer funds directly from your device.

(146K)

Schwab Advisor Center® Mobile

by The Charles Schwab Corporation

Remote client account managementView account balances and positionsTrack submitted request statuses

Manage and monitor client investment accounts remotely with secure access to balances, positions, and request statuses. Deposit checks directly into client accounts using your mobile device. Designed for independent registered investment advisors.

(44)

Dashboard - Portfolio Tracker

Track Stocks, ETFs & Crypto

Conduct critical business operations on the go with a virtual office at your fingertips. Access client accounts, market data, and trading capabilities from anywhere. Stay informed with real-time updates and notifications to support your business.

Client account managementMarket data and watch listsReal-time alerts and notifications

by Sowell Financial Services, LLC

Access and track your investments with an intuitive interface and clear visualizations. Stay informed about your portfolio's performance anytime, anywhere, directly from your smartphone.

Intuitive investment navigationPortfolio performance trackingVisualizations of investment data

Access valuation & documents

Secure document access and uploadSecure client-adviser messagingCloud storage for financial documents

Securely access and manage financial documents, personal records, and investment portfolio details on your mobile device. Communicate with advisors through a safer messaging system and store important files in the cloud.

(1)

Morgan Stanley Wealth Mgmt

by Morgan Stanley

Account managementMobile check depositMoney transfers

Manage your personal finances, access account documents, deposit checks, and transfer money securely. Monitor your accounts, track income and expenses, and connect with your financial advisor. Stay informed with market data and research reports.

(488)

Investor Centre - MUFG CM

MUFG Corporate Markets

View and transact on holdingsManage Employee Share PlansUpdate personal details

Manage your investments securely and efficiently from anywhere. View and transact on holdings, update personal details, and prepare for tax disclosures with a single login. Offers seamless portfolio management and access to statements.

(5)

Advice•Protection•Retirement

BancFirst Trust Mobile

by BancFirst Corporation

Account access with FaceID/TouchIDConsolidated account viewAccess to historical documents

Manage your financial accounts, investments, and retirement plans conveniently on the go. Access account details, documents, and update your profile. Connect with your financial professional and customer service.

by Seacrest Wealth Management, LLC

Portfolio valuation and overviewAccount and investment detailsFirm news feed access

Access your investment portfolio, account details, and firm news on the go. Receive notifications for portfolio changes and new updates. This app offers a secure and intuitive way to manage your wealth management information.

(1)