Best Investcloud Bb2 Client Apps

Private Client Services

Client portal

Free

This mobile app allows clients to access their account information on-the-go, providing a secure and comprehensive overview of their investments, transactions, and results. With the app, clients can stay up-to-date on their holdings, view research insights, and easily contact their team, all through a secure and user-friendly portal.

Public: Invest & Trade

Stocks, Crypto, Options, Bonds

Free

An all-in-one investing application where you can trade options with rebates, earn high APY on a cash account, buy bonds, utilize AI investment analysis, manage portfolios with advanced tools, and access pre-market trading sessions. Take control of your investments and dive deep into financial analysis with ease.

Authenticator App · 2FA

2FA: Two Factor Authentication

Free

An ultra-secure 2FA app for safeguarding online accounts with TOTP generation and account synchronization across devices. Protect your accounts and streamline 2FA codes management with ease.

eMoney Client Portal

eMoney Client Portal

Free

This personalized portal provides a secure and comprehensive view of your financial life, allowing you to track spending, investments, and goals, while also facilitating communication with your advisor. By using this portal, you can save time, stay organized, and take control of your financial future, exploring various financial topics and gaining valuable insights along the way.

Robinhood Trading & Investing

BTC, Crypto, Stocks & Options.

Free

Discover a user-friendly investment app offering a range of financial instruments like stocks, options, ETFs, and cryptocurrency through Robinhood Financial. Take control of your finances effortlessly.

eToro: Trade. Invest. Connect.

Trade the world’s top markets

Free

"Trade top global markets with zero commissions, easily build diverse stock portfolios, and buy cryptocurrencies with confidence using this app. Join millions of users worldwide and start investing today."

Vanguard: Save, Invest, Retire

Investing, Advice, Retirement

Free

The Vanguard app provides easy mobile investing and account management with features like tracking account performance, making trades, and accessing support. Stay on top of your investments and financial goals conveniently from your mobile device.

Opco Client Access mobile app

by Oppenheimer & Co. Inc.

Free

Access your account information on-the-go with this mobile app, featuring account summaries, holdings, balances, and research data. Current users of the Client Access website can start using the app immediately, while others can contact their Financial Advisor for assistance.

Wealthscape Investor℠

by National Financial Services LLC

Free

Access your managed brokerage accounts with ease using this app, featuring advanced security measures like biometric login and two-factor authentication. Enjoy convenient self-service capabilities and access account information effortlessly, including statements, tax forms, and more. To get started, contact your financial institution to enroll in Wealthscape Investor or Online Brokerage.

Morgan Stanley Wealth Mgmt

by Morgan Stanley

Free

Access and manage your finances conveniently with our mobile app. From tracking account activities to transferring funds, staying secure with multi-factor authentication, and connecting with your financial team, take control of your financial well-being anytime, anywhere with multiple layers of security.

Titan: Your Wealth Team

Investing, Wealth Management

Free

Titan is a comprehensive wealth platform that offers free net worth tracking, the ability to benchmark against peers, trade and invest with no fees, and access advanced investment products. With a focus on providing a smarter approach to investing, users can manage their entire financial picture in one place, including individual stock trading, professional investment management, and alternative investment options. Download the app to start tracking your net worth for free and take control of your finances seamlessly.

Gate: Buy Bitcoin & Crypto

Safely Trade 4,500+ Cryptos

Free

A cryptocurrency trading platform where users can buy, sell, and trade Bitcoin and other digital assets. Sign up now to start trading securely and easily.

NetXInvestor™ Mobile

by Pershing, LLC

Free

Stay connected with your investments on the go with this mobile application tailored for managing your financial portfolio efficiently. Access account information, real-time quotes, place trades, and more from your iPhone or iPad. Keep track of your important financial activities with quick glances on your Apple Watch.

Ally: Bank, Auto & Invest

The app for all things money

Free

A comprehensive financial app that combines banking and automotive services, offering an all-in-one solution for managing finances and car-related needs. Simplify your financial life and streamline car-related tasks in one convenient app.

Revolut — Mobile Finance

Change the way you money

Free

An app that allows you to easily manage your finances, send money worldwide, track spending, and save with features like smart budgeting, instant notifications, and investment opportunities. Upgrade to premium plans for exclusive benefits and perks.

LPL Account View

by LPL FINANCIAL CORPORATION

Free

Access your financial accounts conveniently on-the-go with the LPL Financial’s Account View mobile app. Monitor your portfolio, track balances and transactions, manage accounts securely with biometric login, and stay informed with daily market updates. Take control of your financial aspirations with this comprehensive financial solution.