Best Investment Account Management Apps

225+ iOS apps curated and reviewed

4.7 avg rating
20 free apps
Updated June 2026

Finding the right investment account management app can be overwhelming with so many options. We've analyzed 225+ apps to bring you the best choices for 2026, from free options to premium solutions with advanced features.

Top Picks for Investment Account Management

Autopilot: Automated Investing#1

Autopilot: Automated Investing by Iris Social Stock App Inc.

In your own brokerage account
Editor's Choice
๐Ÿ’ฐ Finance
4.6๐Ÿ˜(16K ratings)
FreeAds
#59in Finance
Autopilot: Automated Investing screenshot 1
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Autopilot: Automated Investing screenshot 6

Automate your portfolio by copying top traders in real-time with Autopilot - Investment App. Connect your brokerage account to follow experienced traders and join the Autopilot Club for exclusive benefits.

What We Love

  • ๐Ÿš€ Easy to use
  • ๐Ÿš€ Automated trading
  • ๐Ÿš€ Follows successful investors
  • ๐Ÿ‘ Potential for good returns

Room to Improve

  • ๐Ÿ› Connectivity issues
  • ๐Ÿ› Bugs and glitches
  • ๐Ÿ’ฐ High subscription fees
PiggyVest: Save & Invest Today#2

PiggyVest: Save & Invest Today by Piggytech Global

Save, Invest & Manage Money
Strong Contender
๐Ÿ’ฐ Finance
4.6๐Ÿ˜Š(6.3K ratings)
Free
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A smart financial tool that helps users effortlessly save and invest their money through automated processes and various savings options. Start securing your financial future today with our easy-to-use app.

What We Love

  • ๐Ÿ‘ Knowledgeable app
  • ๐Ÿ”’ Secure and reliable
  • ๐Ÿ’ฐ Good interest rates
  • ๐Ÿ† Best savings app

Room to Improve

  • ๐Ÿ› Occasional technical issues
  • ๐Ÿ•ฐ๏ธ Slow withdrawal process
  • ๐Ÿ’ฐ Insufficient funds issues
EFE#3

EFE by Edelman Financial Engines, LLC

Your Investment Advisor
Worth Considering
๐Ÿ’ฐ Finance
4.6๐Ÿ˜(7.3K ratings)
FreeAds
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Access your account information quickly and easily with EFE, your personal investment advisor. Stay on top of your financial goals and track your progress effortlessly. Download now for seamless account management.

What We Love

  • ๐Ÿ‘ User-friendly
  • ๐Ÿš€ Easy to navigate
  • ๐Ÿ’ก Comprehensive account information
  • ๐Ÿ”’ Secure login process

Room to Improve

  • ๐Ÿ› Inconsistent data updates
  • ๐Ÿ” Limited functionality compared to website
  • ๐Ÿ” Difficulty linking external accounts

More Investment Account Management apps to explore

4
Betterment Invest & Save Money
Betterment Invest & Save Money
Betterment Invest & Save Money
Investments & Cash Accounts
Free

An innovative investment platform designed to help users grow their wealth through automated investing, personalized advice, and goal-based strategies. Start investing smarter today for a more secure financial future.

๐Ÿ’ฐ Finance
(62K)
5
LPL Account View
LPL Account View
LPL Account View
by LPL FINANCIAL CORPORATION
Free

Access your financial accounts conveniently on-the-go with the LPL Financialโ€™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.

๐Ÿ’ฐ Finance
(3.4K)
6
Wealthfront: Save and Invest
Wealthfront: Save and Invest
Wealthfront: Save and Invest
Saving, investing, stocks.
Free

An application for saving, investing, and trading in stocks with high interest rates for cash savings, automated portfolio management for low-risk bond ETFs, personalized automated index fund investments, and commission-free stock investing. It offers a streamlined approach to managing finances and building wealth in one place. Start managing your finances smarter today!

๐Ÿ’ฐ Finance
(17K)
7
Edward Jones
Edward Jones
Edward Jones
Track your goals on-the-go
Free

Track your financial goals on-the-go with our app! Easily view account details, track goal progress, message your team, deposit checks, and more, all with built-in security features.

๐Ÿ’ฐ Finance
(129K)
8
Account Book - Money Manager
Account Book - Money Manager
Account Book - Money Manager
Budget Management, Bookkeeping
Free

A comprehensive money manager for personal and commercial accounting that helps track income, expenses, budgets, and more. Stay on top of payment dates, share accounts, generate advanced reports, and access from multiple devices with ease. Manage your finances effortlessly and efficiently โ€“ try it now!

๐Ÿ’ฐ Finance
(464)
9
GUARDIANยฎ Accounts & Policies
GUARDIANยฎ Accounts & Policies
GUARDIANยฎ Accounts & Policies
Manage & Pay Securely
Free

Manage and monitor your finances efficiently with our advanced account management app. Track expenses, set budgets, and receive alerts for a seamless financial experience. Take control of your money today.

๐Ÿ’ฐ Finance
(9.5K)
10
Marcus by Goldman Sachsยฎ
Marcus by Goldman Sachsยฎ
Marcus by Goldman Sachsยฎ
Banking & Personal Finance
Free

A convenient and efficient banking app designed to help you manage your finances effortlessly. Experience seamless transactions, easy account monitoring, and personalized financial insights tailored to your needs. Take control of your money today.

๐Ÿ’ฐ Finance
(250K)
11
Ally: Bank, Auto & Invest
Ally: Bank, Auto & Invest
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.

๐Ÿ’ฐ Finance
(109K)
12
Alinea: Automated Investing
Alinea: Automated Investing
Alinea: Automated Investing
Expert Portfolios, AI Insights
Free

Learn how to invest and build wealth with our personalized investing app. Let us handle the investing while you watch your wealth grow.

๐Ÿ’ฐ Finance
(85K)
13
Revolut โ€” Mobile Finance
Revolut โ€” Mobile Finance
Revolut โ€” 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.

๐Ÿ’ฐ Finance
(1M)
14
Mobills - Budget Planner
Mobills - Budget Planner
Mobills - Budget Planner
Financial and Bill Organizer
Free

Take control of your finances with our budget planning app. Track expenses, set financial goals, manage credit cards, receive bill reminders, and more to achieve financial peace of mind. Join now to start managing your money effectively.

๐Ÿ’ฐ Finance
(4.3K)
15
Fidelity Investments
Fidelity Investments
Fidelity Investments
Invest, save, plan in one app.
Free

Invest confidently with an all-in-one investing app offering secure trading, financial learning resources, and 24/7 customer support. Get started with no fees and explore powerful trading tools for stocks, ETFs, and more, backed by Fidelity's expertise. Explore more at https://www.fidelity.com/mobile/overview.

๐Ÿ’ฐ Finance
(3.1M)
16
Vanguard: Save, Invest, Retire
Vanguard: Save, Invest, Retire
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.

๐Ÿ’ฐ Finance
(177K)
17
Wallet - Daily Budget & Profit
Wallet - Daily Budget & Profit
Wallet - Daily Budget & Profit
Personal Expense Tracker
Free

An app that helps you set daily budgets, track expenses, and manage your finances with ease. Stay on top of your spending habits effortlessly. Start saving more today!

๐Ÿ’ฐ Finance
(5.8K)
18
GreenFi - Mobile Banking
GreenFi - Mobile Banking
GreenFi - Mobile Banking
Save, Spend, Invest
Free

An innovative app for managing your finances responsibly, Aspiration lets you spend, save, and invest while supporting sustainable causes. Join now to start saving money and saving the planet.

๐Ÿ’ฐ Finance
(31K)
19
Snowball Analytics: Stocks
Snowball Analytics: Stocks
Snowball Analytics: Stocks
Portfolio & Dividend Tracker
Free

Snowball Analytics: A comprehensive portfolio management tool that aggregates and analyzes your financial data to provide insights and recommendations for your investments. Take control of your portfolio efficiently and make informed decisions for your financial future.

๐Ÿ’ฐ Finance
(2.1K)
20
RBC WM Online U.S.
RBC WM Online U.S.
RBC WM Online U.S.
by RBC Capital Markets, LLC
Free

Access your U.S. accounts effortlessly with the RBC Wealth Management Online App. View portfolios, balances, market data, and easily connect with your advisor while enjoying convenient features like check deposits and secure messaging. Secure your financial future on-the-go!

๐Ÿ’ฐ Finance
(232)