Best Investcloud Bb2 Client Apps

Private Client Services

Client portal

Free

Access your investment account information on the go. View balances, review asset allocation, check transactions, and assess results. Stay informed with research insights and easily contact your team.

Public: Invest & Trade

Stocks, Crypto, Options, Bonds

Free

Invest in a diverse portfolio including stocks, options, bonds, and crypto. Transfer your existing portfolio and earn a 1% uncapped match. Build your retirement with IRA contributions and earn a 1% match.

Authenticator App · 2FA

2FA: Two Factor Authentication

Free

This app provides an extra layer of security for your online accounts by generating time-based one-time passwords (TOTP/OTP) for two-factor authentication. It supports numerous services and offers features like encrypted sync, passkey support, and app-level security.

Authenticator ℠ App

Authentication App: 2FA, MFA

Free

Secure your online accounts with standards-based two-factor authentication. This app generates time-based one-time passwords directly on your device, offering a reliable second step for sign-ins without relying on SMS codes. Protect personal and work accounts across various platforms.

eMoney Client Portal

eMoney Client Portal

Free

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.

Robinhood: Trading & Investing

Stocks, ETFs, Crypto & Options

Free

Invest in stocks, ETFs, options, and crypto with commission-free trading. Utilize advanced charting tools, price alerts, and technical indicators to inform your strategies. Access prediction markets for event-based trading and earn interest on uninvested cash with a premium subscription.

etoro: Trade & Invest

Stocks, crypto, ETFs & Options

Free

Invest in stocks, ETFs, and cryptocurrencies with zero commissions. Earn interest on your cash balance and explore options trading. Connect with a community of investors and practice with virtual funds.

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.

Opco Client Access mobile app

by Oppenheimer and Co. Inc.

Free

Access your Oppenheimer & Co. Inc. account information, view holdings and balances, and review recent activity. Get the latest research, market commentary, and analyst information. Manage your profile and easily contact your financial advisor.

Wealthscape Investor℠

by National Financial Services LLC

Free

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 Wealth Mgmt

by Morgan Stanley

Free

Manage your personal finances, accounts, and investments on the go. Deposit checks, transfer money, view documents, and connect with your financial advisor securely. Track spending, set alerts, and even lock your debit card if misplaced.

Titan: Your Wealth Team

Investing, Wealth Management

Free

This app offers comprehensive wealth management services, combining a dedicated advisory team with professional investment management. It simplifies investing, tax planning, and cash management, providing personalized guidance and active portfolio management without high fees or minimums.

Gate: Trade BTC & ETH

Trade BTC, ETH, SOL on Gate US

Free

This platform provides access to over 4,500 cryptocurrencies for trading, including major assets like Bitcoin and Ethereum. It offers various trading options, wealth management tools, and AI-powered trading assistants. Users can also explore Web3 opportunities and participate in token airdrops and project launches.

NetXInvestor™ Mobile

by Pershing, LLC

Free

Manage your investment portfolio on the go with this app. Access account balances, holdings, transaction history, and place trades for equities and mutual funds. Features include mobile check deposit, biometric login, and push notifications.

Ally: Bank, Auto & Invest

The app for all things money

Free

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.

Revolut: Send, spend and save

Change the way you money

Free

Manage your money with a comprehensive financial app. Spend, send, and save across multiple currencies, invest in stocks, and track your spending with smart tools. Offers features for both adults and children's financial education.

LPL Account View

by LPL Financial

Free

Access your LPL financial accounts securely and conveniently from your mobile device. Track your portfolio, monitor transactions, and view account documents. Stay informed with daily market updates and investment research to help you reach your financial goals.