Best Investment App Management

Account overview and balance trackingInvestment performance trackingCost basis and day change details

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.

(177K)

Autopilot: Automated Investing

In your own brokerage account

Automate portfolio by copying tradersReal-time trade copyingPolitician trade tracker

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.

(21K)

Thrift Savings Plan

Official app of the TSP

Access TSP account summaryCheck investment performanceChange investment mix

Manage your Thrift Savings Plan (TSP) account directly from your mobile device. Review your account summary, track investment performance, and make changes to your investment mix. The app also facilitates secure document submission and mobile check deposits for rollovers.

💼 Business

(123K)

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.

(113K)

by INVESTCORP ASSET MANAGEMENT LIMITED

InvestCorp Mobile App

Account snapshot viewInvestment statement viewingTop-up and debit setup

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.

(3)

Scripbox Mutual Fund & SIP App

Invest in MF, SIP, Save Tax

Personalized investment plansSIP and lump sum investmentsPortfolio review and monitoring

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.

(106)

M1: Invest & Bank Smarter

Manage Money, Build Wealth

High-Yield Cash AccountCustomizable Investment Portfolios (Pies)Automatic Rebalancing

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.

(75K)

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.

(24)

3Nickels: Invest, Budget, Save

Save. Spend. Give.

30+ customizable finance toolsCustomized investment plansAccount aggregation

This app offers over 30 tools to manage personal finances, including debt payoff, home buying, and retirement savings. It creates a customized investment plan based on your accounts and goals, helping you prioritize and achieve financial dreams while increasing financial literacy.

By Arvest Wealth Management

Secure login with biometricsPortfolio overview and market valuationDetailed holdings search

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.

(9)

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.

by Azzad Asset Management, Inc.

Wealth management platform

Real-time portfolio dataNet worth trackingPerformance analysis

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.

Private markets investing

Diversify with private marketsReal estate, private equity, credit investmentsBuild custom portfolios

Diversify your portfolio with private markets like real estate, private equity, and credit. Build your own investments or let an automated solution manage them for you. All opportunities are vetted by experienced professionals.

(1.6K)

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.

(1.8K)

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.

(19K)

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 Invesco Asset Management (India) Private Limited