Best Iadvisor 529 Plan Apps

0.0(0 ratings)

Free

Capital Group PlanPremier401k by Empower Retirement, LLC

Manage your 401k

Strong Contender

4.8😞(12K ratings)

Free

Capital Group PlanPremier401k screenshot 1

Capital Group PlanPremier401k screenshot 2

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Capital Group PlanPremier401k screenshot 4

Capital Group PlanPremier401k screenshot 5

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.

What We Love

👍 User friendly
🚀 Easy to make changes
💡 Allows to review investments and make changes

Room to Improve

🐛 Glitchy, freezes up
🐛 Keeps crashing
🐛 Login doesn't work
🐛 Unresponsive after updates
🐛 Force closes when reviewing balance

Voya by Voya Services Company

Worth Considering

4.7😞(191K ratings)

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.

What We Love

🚀 Intuitive user interface
🔒 Robust security features
💡 Retirement planning tools
👍 User-friendly navigation

Room to Improve

🐛 Frequent app crashes and system unavailability
👎 Lack of transparency in account details
🕰️ Slow performance and loading times
📊 Limited investment performance history

More Iadvisor 529 Plan apps to explore

READYSAVE 529

by Ascensus

Secure 529 account accessView balance and transaction historyAdd one-time or recurring contributions

Manage your education savings plan account on the go. Securely access your 529 plan, track investments, and make contributions. Withdraw funds for education expenses starting July 2025.

(30K)

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.

(12K)

Facet: Financial Planning

Flat fee, CFP®, investing

Personalized financial roadmapCFP® professional guidanceInvestment management

This app provides comprehensive financial planning and investment management services. Users can track goals, message financial advisors, view account balances, and access market insights. It offers a personalized roadmap to achieve financial objectives with expert guidance.

Financial planning & advisory

Personalized financial adviceFlat-fee wealth managementAI-powered financial insights

This app offers personalized financial planning and wealth management. It combines AI-driven insights with expert advice to help users achieve goals like retirement, tax optimization, and legacy planning. Enjoy affordable, flat-fee services with full control over your investments.

by The Retirement Plan Company, LLC

Review employer-sponsored wealth accountsManage financial planningTrack investments

Manage your employer-sponsored wealth accounts. Review and track your investments and financial planning within a secure platform.

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

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

(16)

T. Rowe Price Personal®

INVEST WITH CONFIDENCE®

Consolidated portfolio viewExternal account linkingDetailed fund performance

Manage your entire investment portfolio, including external accounts, in one place. Track performance, make informed decisions with personalized insights, and execute trades quickly and securely. Access educational resources and dedicated support to help you achieve your financial goals.

(23K)

USICG Retirement Plan

Uniondale/NY

Retirement account monitoringIncome forecastingContribution adjustments

Manage your retirement account 24/7 with this finance app. Easily register, check your balance, forecast income, and adjust contributions and investments. Securely upload documents and access a financial learning center to plan for your future.

Retirement Plan Services

Account balance and investmentsYear-to-date contributionsRate of return tracking

Access your retirement account details on the go. View your current balance, investment performance, and contribution history. Review past transactions and track your financial progress.

(7)

AI financial advisor built in

M1: AI Wealth Management

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.

free with in-app purchases

(75K)

PenServ Plan Services

Finance

Retirement plan managementView plan summariesDrill down to plan details

Manage your employer-sponsored retirement plan. View a summary of your plans and drill down into specific details for comprehensive oversight.

Retire on your terms.

View account balancesRoll over fundsChange contributions

Manage your retirement savings and financial goals from your mobile device. Track account balances, adjust contributions, and access educational resources to improve your financial confidence. Tools are available to help you assess your progress towards retirement.

free with in-app purchases

(240K)

NEST 529 Direct

by Union Bank and Trust

Check account balance and transactionsMake contributionsTrack savings goals

Manage your education savings account on the go. Check balances, make contributions, track progress, and request withdrawals securely. Access statements and account documents anytime.

(1)

Workplace | American Century

Employer Retirement Plans

View account balancesTrack investment performanceReview transaction history

Track your employer-sponsored retirement plan investments and monitor your progress towards your financial goals. Make informed decisions by viewing account balances, performance, and transaction history. Easily adjust your investments and future contribution allocations on the go.

(3)

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Your Wealth Architect

AI financial planning

Consolidated financial overviewSpending and budget trackingGoal-based savings plans

Consolidate your financial accounts, budgets, and goals into a single, clear roadmap. This AI-powered tool helps you understand your spending, build savings plans, and explore retirement scenarios. Get personalized insights and actionable next steps for your financial future.

Retirement. Define it.

Biometric loginCheck balances and transactionsRetirement income forecast

Manage your retirement savings with ease. Access account details, track investments, and forecast your future income. Securely enroll, make changes to contributions, and learn about financial planning.

Manage your employer-sponsored retirement plan on the go. Check your retirement balance, view investments and contributions, and communicate securely within the app.

Retirement plan managementCheck retirement balanceView investments

(14)