Best Investment App Management

249+ iOS apps curated and reviewed

4.4 avg rating
20 free apps
Updated August 2026

Finding the right investment app management can be overwhelming with so many options. We've analyzed 249+ apps to bring you the best choices for 2026, from free options to premium solutions with advanced features.

Compare top Investment App Management (August 2026)

#AppPriceRatingAdsIn-App PurchasesUpdated
1Edward JonesEdward JonesFree4.8โ˜… (136K)NoNoAug 2026
2Fidelity InvestmentsFidelity InvestmentsFree4.8โ˜… (3.3M)NoNoAug 2026
3Vanguard: Save, Invest, RetireVanguard: Save, Invest, RetireFree4.6โ˜… (177K)YesNoJul 2026
4Autopilot: Automated InvestingAutopilot: Automated InvestingFree4.6โ˜… (21K)YesNoAug 2026
5InvestCorp Mobile AppInvestCorp Mobile AppFree5.0โ˜… (3)NoNoJul 2026
6Scripbox Mutual Fund & SIP AppScripbox Mutual Fund & SIP AppFree4.6โ˜… (106)NoNoAug 2026
7Ally: Bank, Auto & InvestAlly: Bank, Auto & InvestFree4.7โ˜… (112K)NoNoAug 2026
8Park Avenueยฎ Wealth ManagementPark Avenueยฎ Wealth ManagementFree3.0โ˜… (21)NoNoAug 2026

Top Picks for Investment App Management

Edward Jones#1

Edward Jones by Edward Jones

Track your goals on-the-go
Editor's Choice
๐Ÿ’ฐ Finance
4.8๐Ÿ˜Š(136K ratings)
Free
Edward Jones screenshot 1
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Edward Jones screenshot 5

Manage your financial goals and accounts from anywhere. View holdings, track progress, and securely communicate with your financial advisor. Deposit checks and transfer funds with ease.

What We Love

  • ๐Ÿš€ Efficient and streamlined app
  • ๐Ÿ‘ Intuitive and user-friendly design
  • ๐Ÿ”’ Secure communication with advisors
  • ๐Ÿ’ก Ability to integrate external accounts

Room to Improve

  • ๐Ÿ› Frequent login and Face ID issues
  • ๐Ÿ” Lack of advanced features and customization
  • ๐Ÿ” Cluttered and overwhelming UI
Fidelity Investments#2

Fidelity Investments by Fidelity Investments

Invest, save, plan in one app.
Strong Contender
๐Ÿ’ฐ Finance
4.8๐Ÿ˜(3.3M ratings)
Free
#14in Finance
Fidelity Investments screenshot 1
Fidelity Investments screenshot 2
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Fidelity Investments screenshot 5
Fidelity Investments screenshot 6

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

  • ๐Ÿš€ Efficient app with quick access to accounts
  • ๐Ÿ”’ Secure login process
  • ๐Ÿ‘ Comprehensive research and data tools
  • ๐Ÿ’ก Ability to link external accounts for full financial view

Room to Improve

  • ๐Ÿ› Inaccurate account information and performance data
  • ๐Ÿ” Cluttered and unintuitive user interface
  • ๐Ÿ” Difficult to navigate and find desired features

More Investment App Management apps to explore

3
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
4
Autopilot: Automated Investing
Autopilot: Automated Investing
Autopilot: Automated Investing
In your own brokerage account
Free

Automate your investments by copying experienced traders in real-time. Connect your existing portfolio and let expert "pilots" guide your trades. Access exclusive perks and future trades with a premium club membership.

Automate portfolio by copying tradersReal-time trade copyingPolitician trade tracker
๐Ÿ’ฐ Finance
(21K)
free with in-app purchases
5
InvestCorp Mobile App
InvestCorp Mobile App
InvestCorp Mobile App
by INVESTCORP ASSET MANAGEMENT LIMITED
Free

Manage your investment accounts on the go with quick access to account snapshots, statements, and easy transaction options. Securely update your personal information and top up your investments anytime, anywhere.

Account snapshot viewInvestment statement viewingTop-up and debit setup
๐Ÿ’ฐ Finance
(3)
free
6
Scripbox Mutual Fund & SIP App
Scripbox Mutual Fund & SIP App
Scripbox Mutual Fund & SIP App
Invest in MF, SIP, Save Tax
Free

Invest in mutual funds and SIPs with personalized recommendations based on your risk profile and financial goals. Track your entire portfolio, receive expert guidance for asset allocation, and save on taxes with ELSS funds. Secure, paperless transactions are supported.

Personalized investment plansSIP and lump sum investmentsPortfolio review and monitoring
๐Ÿ’ฐ Finance
(106)
free with in-app purchases
7
Ally: Bank, Auto & Invest
Ally: Bank, Auto & Invest
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 FICOยฎ Score updates.

Manage bank, auto, and investment accountsSchedule vehicle payments and use Auto PaySmart savings tools like buckets and boosters
๐Ÿ’ฐ Finance
(112K)
free
8
Park Avenueยฎ Wealth Management
Park Avenueยฎ Wealth Management
Park Avenueยฎ Wealth Management
by Park Avenue Securities
Free

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.

Account balances and holdingsInvestment performance trackingPortfolio allocation overview
๐Ÿ’ฐ Finance
(21)
free
9
Computershare Investor Center
Computershare Investor Center
Computershare Investor Center
Shareholding, secure & simple
Free

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.

Access portfolioDownload tax formsTrack investments
๐Ÿ’ฐ Finance
(1.7K)
free
10
SEI Connect - Investor
SEI Connect - Investor
SEI Connect - Investor
Powering Wealth
Free

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.

Biometric loginPush notificationsDocument scanner
๐Ÿ’ฐ Finance
(30)
ad-supported
11
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
(74K)
free with in-app purchases
12
Arvest Wealth Portal
Arvest Wealth Portal
Arvest Wealth Portal
By Arvest Wealth Management
Free

Securely view investment accounts, statements, and tax forms 24/7. Optimized for mobile, it offers quick login, portfolio overviews, detailed holdings, and transaction history filtering. Set up custom alerts for securities and download tax forms for software.

Secure login with biometricsPortfolio overview and market valuationDetailed holdings search
๐Ÿ’ฐ Finance
(9)
free
13
Orion Wealth Management Portal
Orion Wealth Management Portal
Orion Wealth Management Portal
by Orion Advisor Services, LLC.
Free

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

Wealth management toolsAdvisor collaborationFinancial planning access
๐Ÿ’ฐ Finance
(25)
free
14
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
15
RBC WM Online U.S.
RBC WM Online U.S.
RBC WM Online U.S.
by RBC Capital Markets, LLC
Free

Access your investment accounts on the go with this app. View your portfolio, check balances, and review performance. Securely message your advisor and deposit checks directly from your device.

View total portfolio dashboardCheck account balances and performanceDeposit checks directly
๐Ÿ’ฐ Finance
(241)
free
16
NorthRock MY PERSONAL OFFICE
NorthRock MY PERSONAL OFFICE
NorthRock MY PERSONAL OFFICE
by NORTHROCK PARTNERS, LLC
Free

Access your complete financial wealth picture instantly, anytime, anywhere. View portfolio activity, investment performance, and transaction history. Securely store and share important financial documents with alerts and notifications.

View financial wealth pictureTrack portfolio activity and changesSee investment performance
๐Ÿ’ฐ Finance
(13)
free
17
NerdWallet: Smart Money App
NerdWallet: Smart Money App
NerdWallet: Smart Money App
Track, Save & Invest
Free

This app helps you manage your finances by tracking spending, monitoring bills, and providing insights into your credit score and cash flow. It also offers opportunities to earn interest on cash, invest in Treasury Bills, and automate investments.

Track cash, investments, credit cards, loans, and propertyMonitor and cancel recurring bills and subscriptionsActionable financial insights on credit score and cash flow
๐Ÿ’ฐ Finance
(125K)
free with in-app purchases
18
Addepar
Addepar
Addepar
Wealth management platform
Free

Access the latest portfolio data for net worth, performance, and asset allocation. Clients and advisors can explore holdings by asset class and review significant transactions for a clearer financial overview.

Real-time portfolio dataNet worth trackingPerformance analysis
๐Ÿ’ฐ Finance
(59)
free
19
Invesco Mutual Fund
Invesco Mutual Fund
Invesco Mutual Fund
by Haresh Sadani
Free
๐Ÿ’ฐ Finance
(0)
20
Freestone Capital Management
Freestone Capital Management
Freestone Capital Management
by Freestone Capital Management
Free

Manage your finances with an intuitive dashboard, secure document vault, and interactive reports. This app offers budgeting tools and a comprehensive financial overview in a secure, user-friendly mobile interface.

Interactive financial dashboardDynamic investment reportsSecure document vault
๐Ÿ’ฐ Finance
(4)
free

FAQ about Investment App Management

What is the best investment app management for iPhone?
Edward Jones tops our investment app management ranking as of August 2026, with a 4.8-star average from 136K App Store ratings, and it's free to download.
Yes โ€” 20 of the top investment app management we rank are free to download, including Edward Jones and Fidelity Investments.
Edward Jones has no ads and has no in-app purchases, according to its App Store listing as of August 2026.
We track 249+ investment app management on the iOS App Store as of August 2026, ranked by rating, recency, and analysis of real user reviews.
The Edward Jones app allows you to manage your financial goals and accounts on-the-go. You can view your account holdings, track progress towards your goals, and communicate securely with your Edward Jones team.
Key features include viewing account holdings and performance, tracking progress towards goals, messaging and sharing documents with your financial advisor, depositing checks, transferring funds, and connecting external accounts to view balances.