Best Iadvisor 529 Plan Apps

208+ iOS apps curated and reviewed

4.6 avg rating
20 free apps
Updated May 2026

From beginner-friendly picks to power-user tools, our iadvisor 529 plan list covers 208+ iPhone apps updated through May 2026. Compare ratings, prices, and screenshots in one place.

Top Picks for Iadvisor 529 Plan

READYSAVE 529#2

READYSAVE 529 by Ascensus Inc

Strong Contender
๐Ÿ’ฐ Finance
4.7๐Ÿ˜(27K ratings)
Free
READYSAVE 529 screenshot 1
READYSAVE 529 screenshot 2
READYSAVE 529 screenshot 3
READYSAVE 529 screenshot 4
READYSAVE 529 screenshot 5

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.

What We Love

  • ๐Ÿš€ Easy to use
  • ๐Ÿ‘ Convenient for tracking 529 plans
  • ๐Ÿ’ก Allows recurring contributions
  • ๐Ÿš€ Fast and responsive

Room to Improve

  • ๐Ÿ› Buggy and unreliable
  • ๐Ÿ” Limited functionality compared to website
  • ๐Ÿ” Lacks key features like performance tracking and withdrawal options
Backer: Smart 529 Savings#3

Backer: Smart 529 Savings by Principly, Inc.

Simple, fast, fun way to 529
Worth Considering
๐Ÿ’ฐ Finance
4.7๐Ÿ˜(495 ratings)
Free
Backer: Smart 529 Savings screenshot 1
Backer: Smart 529 Savings screenshot 2
Backer: Smart 529 Savings screenshot 3
Backer: Smart 529 Savings screenshot 4
Backer: Smart 529 Savings screenshot 5

Easily open a 529 college savings plan for your child. Invite family and friends to contribute to your child's education fund and watch savings grow tax-free. Get a recommended plan in minutes.

What We Love

  • ๐Ÿ‘ User-friendly and intuitive interface
  • ๐Ÿ’ก Simplifies 529 college savings setup
  • ๐ŸŽ Easy shareable links for gift contributions
  • ๐Ÿ‘ฅ Multi-user fund management capabilities

Room to Improve

  • ๐Ÿ’ฐ Unexpected monthly fees ($2-5)
  • ๐Ÿ› Broken preview links for account sharing
  • ๐Ÿ› Save button non-functional across platforms

More Iadvisor 529 Plan apps to explore

4
Capital Group PlanPremier401k
Capital Group PlanPremier401k
Capital Group PlanPremier401k
Manage your 401k
Free

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.

View retirement income estimatesCheck personal rate of returnManage contribution amounts
๐Ÿ’ฐ Finance
(11K)
ad-supported
5
Thrift Savings Plan
Thrift Savings Plan
Thrift Savings Plan
Official app of the TSP
Free

Manage your Thrift Savings Plan (TSP) account directly from your mobile device. Review your account summary, track investment performance, and make changes to your investment mix. The app also facilitates secure document submission and mobile check deposits for rollovers.

Access TSP account summaryCheck investment performanceChange investment mix
๐Ÿ’ผ Business
(105K)
free
6
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
๐Ÿ’ฐ Finance
(177K)
free
7
Principalยฎ
Principalยฎ
Principalยฎ
Retire on your terms.
Free

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.

View account balancesRoll over fundsChange contributions
๐Ÿ’ฐ Finance
(228K)
free with in-app purchases
8
Hadley: Your 529 Plan App
Hadley: Your 529 Plan App
Hadley: Your 529 Plan App
Education saving for all
Free

Easily contribute funds to your 529 college savings plan. Link existing plans or find a new one for free. Track your progress and set up recurring contributions to never miss a savings opportunity.

Link existing 529 plansFind and match to new 529 plansView plan and progress
๐Ÿ“š Education
(28)
free
9
Fidelity Healthยฎ
Fidelity Healthยฎ
Fidelity Healthยฎ
Health benefits + expenses
Free

Manage your employer-sponsored health benefits and healthcare expenses with ease. Access coverage details, store ID cards, track HSA/FSA balances, and pay providers directly. Simplify your healthcare financial management on the go.

Access health plan coverage detailsStore health benefit ID cardsManage HSA and FSA balances
๐Ÿ’ฐ Finance
(23K)
free
10
HSA Bank
HSA Bank
HSA Bank
Own your health & wealthโ„ข
Free

Manage your health and benefit accounts with ease. Access balances, track transactions, make contributions, and file claims. Plan for the future with investment management and a contribution planner tool.

Account balance and transaction historyContribution managementReimbursement and claim filing
๐Ÿ’ฐ Finance
(1.5K)
free
11
Igoe Mobile
Igoe Mobile
Igoe Mobile
by Igoe & Company Incorporated
Free

Manage employer-provided spending accounts with this app. View balances, submit claims, and authenticate card transactions by uploading receipts or photos.

View account balancesSubmit claims onlineAuthenticate card transactions
๐Ÿ’ผ Business
(2.4K)
free with in-app purchases
12
NetBenefits
NetBenefits
NetBenefits
Fidelity workplace benefits
Free

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.

Manage retirement savingsAccess stock optionsView health insurance details
๐Ÿ’ฐ Finance
(29K)
free
13
Betterment Invest & Save Money
Betterment Invest & Save Money
Betterment Invest & Save Money
Investments & Cash Accounts
Free

Automated investing and savings app to build long-term wealth and reach financial goals. Offers expert-built portfolios, high-yield cash accounts, and tools for self-directed investing. Start with as little as $10.

Automated investing and savingsExpert-built diversified portfoliosHigh-yield cash accounts
๐Ÿ’ฐ Finance
(63K)
free with in-app purchases
14
Capital Group RKDirect 401k
Capital Group RKDirect 401k
Capital Group RKDirect 401k
Manage your 401k
Free

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.

View account balancesCheck personal rate of returnReview transaction history
๐Ÿ’ฐ Finance
(10K)
free
15
Qapital: The Money Saving App
Qapital: The Money Saving App
Qapital: The Money Saving App
Save. Invest. Budget.
Free

Automate your savings, investments, and budgeting with intelligent rules based on your habits. Set unlimited financial goals, track progress, and even team up with a partner on shared objectives. Spend smarter with a dedicated debit card and real-time budget notifications.

Automated savings goalsSmart budgeting rulesInvest in ETFs
๐Ÿ’ฐ Finance
(86K)
subscription
16
AFmobileยฎ
AFmobileยฎ
AFmobileยฎ
by American Fidelity Assurance Company
Free

Manage your American Fidelity reimbursement accounts, insurance benefits, and annuities. File and track claims, view policy details, and access account balances. Prepare for enrollment by calculating savings and learning about available benefits.

File and track claimsView policy coverageAccess EOBs
๐Ÿ’ฐ Finance
(83K)
free with in-app purchases
17
Victory Capital
Victory Capital
Victory Capital
For Every Investor
Free

This app provides personalized investment recommendations and active portfolio management. It allows users to easily manage their accounts, track performance, and access investment insights to pursue financial goals.

Personalized investment recommendationsActive portfolio managementAccount management and tracking
๐Ÿ’ฐ Finance
(274)
free
18
Northwestern Mutual
Northwestern Mutual
Northwestern Mutual
by THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY INC
Free

Manage your investment and insurance accounts, make payments, and track your net worth. Consolidate all your financial accounts in one place to monitor spending and view your overall financial health.

View investment performance and transactionsAccess insurance policy detailsMake premium payments
๐Ÿ’ฐ Finance
(11K)
free
19
Wealthfront: Save and Invest
Wealthfront: Save and Invest
Wealthfront: Save and Invest
Saving, investing, stocks.
Free

This app offers a high-yield cash account, automated investing with expert-built portfolios, and commission-free stock trading. It provides a consolidated view of your finances to help you build wealth and plan for retirement.

High-yield cash account with APYAutomated ETF portfoliosCommission-free stock and ETF investing
๐Ÿ’ฐ Finance
(17K)
free with in-app purchases
20
M1: Invest & Bank Smarter
M1: Invest & Bank Smarter
M1: Invest & Bank Smarter
Manage Money, Build Wealth
Free

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.

High-Yield Cash AccountCustomizable Investment Portfolios (Pies)Automatic Rebalancing
๐Ÿ’ฐ Finance
(73K)
free with in-app purchases