Best Icmb Investor Portal Apps

5.0(5 ratings)

Free

Access real-time financial market data and execute trades with a leading online brokerage. This platform provides secure access to competitive pricing and clearing services for both retail and institutional investors.

Fidelity Investments by Fidelity Investments

Invest, save, plan in one app.

Strong Contender

4.8😐(3.4M ratings)

Free

#13in Finance

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.

What We Love

🚀 Efficient app with quick access to accounts
🔒 Secure login process
👍 Comprehensive research and data tools
💡 Ability to link external accounts for full financial view
👍 Reliable and trustworthy platform

Room to Improve

🐛 Inaccurate account information and performance data
🔍 Cluttered and unintuitive user interface
🔍 Difficult to navigate and find desired features
🔍 Lacking key features for active traders
🐛 Buggy app with frequent crashes and performance issues

EXE Client Portal by Everys Financial Services Limited

Access valuation & documents

Worth Considering

E*TRADE: Invest. Trade. Save.

0.0(0 ratings)

Free

More Icmb Investor Portal apps to explore

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.

free with in-app purchases

(381K)

Park Avenue® Wealth Management

by Park Avenue Securities

Account balances and holdingsInvestment performance trackingPortfolio allocation overview

Access your investment accounts, view balances, track performance, and manage transactions on the go. Securely store and share documents with your advisor. Requires an existing account with Park Avenue Securities.

This app serves as a companion to a private market membership, allowing users to browse curated deal information, review company details, and manage their account. It facilitates access to private market opportunities by presenting deal specifics and then seamlessly directs users to an external platform for transaction completion.

Browse curated deal informationReview company overviews and memosView team backgrounds and risk disclosures

(10)

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.

(114K)

Computershare Investor Center

Shareholding, secure & simple

Access portfolioDownload tax formsTrack investments

Manage your shareholdings conveniently on the go. Access your portfolio, download important documents, and track your investments securely. You can also manage holding details and buy or sell shares.

SEI Connect - Investor

Powering Wealth

Biometric loginPush notificationsDocument scanner

Access your investments and connect with your financial advisor through this mobile application. It offers secure login, document scanning and storage, and real-time viewing of your financial data and performance.

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

This app allows investors to monitor their finances and support the growth of small businesses. It provides real-time data on liquidity, investments, transactions, and default rates, along with merchant profiles and portfolio reviews.

Real-time liquidity monitoringInvestment overviewTransaction and balance dashboard

Manage your apps and submissions directly from your iPhone or iPad. Monitor sales, respond to reviews, manage testers, and generate marketing assets on the go. Receive important notifications about your app's performance and status.

App status and submission managementTester group and build managementSales and trends monitoring

🛠️ Developer Tools

(15K)

Plynk: Grow as an Investor

Invest in Stocks & Funds

Trade stocks, funds, and cryptoCommission-free on stocks & ETFsLearn investing basics

Learn and trade stocks, funds, and crypto with a simplified investing experience. Start with as little as $1 and benefit from commission-free trading on stocks and ETFs. Explore investment ideas, practice with simulated trading, and access educational resources.

free with in-app purchases

(2.9K)

Orion Wealth Management Portal

by Orion Advisor Services, LLC.

Wealth management toolsAdvisor collaborationFinancial planning access

Manage your finances and collaborate with your financial advisor. Access essential tools for wealth management on the go.

by Nav Consulting Inc

Secure data accessAccounting reportsRisk analytics

Securely access accounting reports, risk analytics, and portfolio data on the go. Monitor fund activities, generate reports, and log support requests from your mobile device. Offers the full desktop experience with enhanced flexibility for investment managers and investors.

(9)

by National Financial Services LLC

Wealthscape Investor℠

View account portfolio, positions, and balancesAccess account statements and tax formsSubmit equity and ETF orders

Manage your brokerage accounts on the go with this app. Access account information, view statements and tax forms, and perform self-service actions like mobile check deposits and equity order submissions. Enhanced security features ensure your financial data is protected.

Morgan Stanley at Work

View stock plan account balance and activityCheck award vesting schedulesSell shares and exercise options

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.

(7.7K)

Nasdaq Boardvantage Go

by Nasdaq, Inc.

On-demand access to meeting materialsSecure and high-performance architectureAdvanced document viewer with annotation

This app provides board members with tools to prepare for and engage in meetings. Access materials, communicate with colleagues, and manage board items from any device, anywhere. It streamlines the director experience for effective decision-making and duty execution.

Access and track your investments on the go 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 portfolio data

(78)