Best Investor Services Apps

196+ iOS apps curated and reviewed

4.3 avg rating
20 free apps
Updated July 2026

From beginner-friendly picks to power-user tools, our investor services list covers 196+ iPhone apps updated through July 2026. Compare ratings, prices, and screenshots in one place.

Compare top Investor Services Apps (July 2026)

#AppPriceRatingAdsIn-App PurchasesUpdated
1Wealthscape Investor℠Wealthscape Investor℠Free4.7★ (19K)NoNoJul 2026
2Plynk: Grow as an InvestorPlynk: Grow as an InvestorFree4.6★ (2.7K)YesNoJul 2026
3SEI Connect - InvestorSEI Connect - InvestorFree4.1★ (30)YesNoJun 2026
4Visok Investor ServicesVisok Investor ServicesFree5.0★ (1)NoNoMay 2026
5ADMIS NexusADMIS NexusFree5.0★ (7)NoNoJul 2026
6solutions investor relationssolutions investor relationsFreeNoNoMay 2026
7Investor Centre Hong KongInvestor Centre Hong KongFreeNoNoJul 2026
8Investor's Business DailyInvestor's Business DailyFree4.7★ (16K)YesYesJul 2026

Top Picks for Investor Services

4.7😞(19K ratings)
Free
Wealthscape Investor℠ screenshot 1
Wealthscape Investor℠ screenshot 2
Wealthscape Investor℠ screenshot 3
Wealthscape Investor℠ screenshot 4
Wealthscape Investor℠ screenshot 5
Wealthscape Investor℠ screenshot 6

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.

What We Love

  • 👍 Easy to use
  • 🚀 Smooth performance
  • 💰 Helpful for managing investments
  • 🤝 Great customer service

Room to Improve

  • 🐛 Frequent crashes and bugs
  • ⏱️ Slow loading times
  • 🔒 Unreliable security features
Plynk: Grow as an Investor#2

Plynk: Grow as an Investor by Digital Brokerage Services LLC

Learn and Trade Stocks & Funds
Strong Contender
💰 Finance
4.6😞(2.7K ratings)
FreeAds
Plynk: Grow as an Investor screenshot 1
Plynk: Grow as an Investor screenshot 2
Plynk: Grow as an Investor screenshot 3
Plynk: Grow as an Investor screenshot 4
Plynk: Grow as an Investor screenshot 5
Plynk: Grow as an Investor screenshot 6

Learn and trade stocks, funds, and crypto with a simplified investing experience. Start with as little as $1 and benefit from commission-free trading on stocks and ETFs. Explore investment ideas, practice with simulated trading, and access educational resources.

What We Love

  • 🚀 Effortless experience
  • 💡 Great for beginners
  • 👍 User-friendly interface
  • 🚀 Simple and easy to use

Room to Improve

  • 🐛 Buggy app performance
  • 🔒 Difficult to withdraw funds
  • 🔒 Unresponsive customer support

More Investor Services apps to explore

4
Visok Investor Services
Visok Investor Services
Visok Investor Services
by Visok Investor Services Private Limited
Free

Manage your complete financial portfolio, including mutual funds, stocks, bonds, and insurance. Track performance, download reports, and invest online. Includes tools like retirement and SIP calculators.

Complete portfolio reportingHistorical performance trackingOnline investment in mutual funds
💰 Finance
(1)
free
5
ADMIS Nexus
ADMIS Nexus
ADMIS Nexus
ADMIS Information Portal
Free

This app provides exclusive access to real-time account information, reports, and market commentary for ADM Investor Services brokers and customers. It features a secure message center for encrypted communication and customizable dashboards for personalized data displays.

Real-time account informationAccess to reports and statementsMarket commentary
💰 Finance
(7)
free
6
solutions investor relations
solutions investor relations
solutions investor relations
by ARABIAN COMPANY FOR INTERNET AND COMMUNICATION SERVICES
Free
💰 Finance
(0)
7
Investor Centre Hong Kong
Investor Centre Hong Kong
Investor Centre Hong Kong
Shareholding, secure & simple
Free
💰 Finance
(0)
8
Investor's Business Daily
Investor's Business Daily
Investor's Business Daily
Stock News & Analysis
Free

Access winning stock lists, real-time charts, and market news on the go. Features include personalized stock lists, exclusive stock selections, and daily market analysis. Offers premium features for subscribers and basic market information for all users.

Personal stock lists synced across devicesExclusive stock lists (IBD 50, Sector Leaders)Daily market analysis
💰 Finance
(16K)
free with in-app purchases
9
Trive Investor
Trive Investor
Trive Investor
by Trive Financial Services Malta Limited
Free
💰 Finance
(0)
10
Intelligent Investor
Intelligent Investor
Intelligent Investor
by InvestSMART
Free

Access detailed ASX stock recommendations, research articles, and model portfolios. Stay updated with weekly reviews and special reports to inform your investment decisions.

ASX Stock Buy, Hold & Sell recommendationsDetailed research articlesModel Portfolios
💰 Finance
(0)
free
11
Investor Portal (PEFO)
Investor Portal (PEFO)
Investor Portal (PEFO)
by Sumantra Tech Services Private Limited
Free
💼 Business
(0)
12
Client Access
Client Access
Client Access
by Raymond James Financial, Inc.
Free

Manage your investment portfolio, transfer funds, and deposit checks securely on your mobile device. Access account balances, market information, and financial documents anytime. It offers a secure vault for storing important papers and provides tools for in-depth financial reviews.

View account balances and investment valuesTransfer funds and deposit checksAccess market information
💰 Finance
(154)
free
13
Wealthscape℠
Wealthscape℠
Wealthscape℠
by National Financial Services LLC
Free

This app provides brokers and advisors with secure mobile access to critical brokerage information. It enhances client responsiveness and practice management with features like biometric login, account overviews, and transaction tracking.

Biometric login (face/fingerprint)Two-factor authenticationMobile check deposit
💰 Finance
(2.7K)
free
14
MassMutual
MassMutual
MassMutual
Insurance & Financial Services
Free

Manage your life insurance and retirement accounts conveniently from your mobile device. Handle payments, review balances, access policy information, and update beneficiaries all in one place.

Manage life insurance and retirement accountsHandle payments and premiumsReview account balances and policy info
💰 Finance
(5.9K)
free with in-app purchases
15
Investor360°
Investor360°
Investor360°
by Advisor360°, LLC
Free

Gain a comprehensive view of your entire financial life with real-time data and detailed account breakdowns. Securely communicate with advisors and access your financial information anytime, anywhere.

Real-time holdings and balancesBalance and transaction historyDetailed position breakdown
💰 Finance
(93)
free
16
Corporate Information
Corporate Information
Corporate Information
Wright Investors' Service Inc
Free

Access detailed research reports on over 46,000 companies globally. This app provides proprietary analysis tools, including a quality rating system, for publicly traded companies worldwide. It's a comprehensive financial data source for investors.

Global company research reportsAnalysis of 46,000+ companies85 countries covered
💰 Finance
(1)
free with in-app purchases
17
Firstrade: Invest & Trade
Firstrade: Invest & Trade
Firstrade: Invest & Trade
Stocks, Options, ETFs.
Free

Invest in stocks, options, and ETFs commission-free with a platform offering fractional shares, AI-powered insights, and extended trading hours. Manage multiple accounts, including IRAs, and access premium research to make informed trading decisions.

Commission-free trading on stocks, ETFs, options, and mutual fundsZero options contract feesFractional share trading starting at $5
💰 Finance
(8.3K)
free with in-app purchases
18
Private Client Services
Private Client Services
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.

Secure Multi-Factor AuthenticationComprehensive account overviewInvestment results and holdings
💰 Finance
(10)
free
19
NetXInvestor™ Mobile
NetXInvestor™ Mobile
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.

Account balances and holdingsTransaction historyOrder status
💰 Finance
(362)
free
20
Alinea: Automated Investing
Alinea: Automated Investing
Alinea: Automated Investing
Expert Portfolios, AI Insights
Free

Invest with confidence using expert-built portfolios and AI-driven insights. Track performance, visualize growth, and receive personalized financial news to make informed investment decisions. Securely link bank accounts and explore curated investment strategies.

Expert-built investment portfoliosAI-powered performance insightsPersonalized financial news
💰 Finance
(97K)
free

FAQ about Investor Services

What are the best investor services apps for iPhone?
Wealthscape Investor℠ tops our investor services apps ranking as of July 2026, with a 4.7-star average from 19K App Store ratings, and it's free to download.
Yes — 20 of the top investor services apps we rank are free to download, including Wealthscape Investor℠ and Plynk: Grow as an Investor.
Wealthscape Investor℠ has no ads and has no in-app purchases, according to its App Store listing as of July 2026.
We track 196+ investor services apps on the iOS App Store as of July 2026, ranked by rating, recency, and analysis of real user reviews.
The app allows you to manage your brokerage accounts from anywhere. You can view your portfolio, positions, balances, account statements, and tax forms. It also offers self-service capabilities like mobile check deposits and submitting equity or ETF orders.
Yes, the app employs advanced security features, including Fidelity's cyber security experience and policies. It supports biometric login (face and fingerprint scan) and two-factor authentication to protect your financial information.

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