Best Ira Rollover Apps

18+ iOS apps curated and reviewed

4.1 avg rating
17 free apps
Updated July 2026

Every iPhone needs a few good ira rollover apps. We benchmark 18+ of them on App Store rating, freshness, and pricing, then surface the standouts so you don't have to scroll the App Store yourself.

Compare top Ira Rollover Apps (July 2026)

#AppPriceRatingAdsIn-App PurchasesUpdated
1PensionBee: Roll over 401(k)sPensionBee: Roll over 401(k)sFree4.6★ (15)YesNoSep 2026
2IRA FinancialIRA FinancialFree3.9★ (41)NoNoAug 2026
3BPAS UniversityBPAS UniversityFree4.5★ (1.6K)NoNoSep 2026
4Entrust Self-Directed IRAEntrust Self-Directed IRAFree4.2★ (10)YesNoMay 2026
5Roth IRA CalculatorRoth IRA CalculatorFreeYesNoAug 2026
6My Security BenefitMy Security BenefitFree4.1★ (55)YesNoAug 2026
7PlanLinkPlanLinkFree4.8★ (105)NoNoSep 2026
8Equity TrustEquity TrustFree1.0★ (1)NoNoJul 2026

Top Picks for Ira Rollover

PensionBee: Roll over 401(k)s#1

PensionBee: Roll over 401(k)s by PensionBee

Roll over your old 401(k)s
Editor's Choice
💰 Finance
4.6(15 ratings)
FreeAds
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Consolidate your old 401(k)s and IRAs into one easy-to-manage retirement account. Choose your IRA type, access your savings 24/7, and receive personalized support from dedicated account managers. Plan confidently for your future with flexible investment options and transparent fees.

IRA Financial#2

IRA Financial by IRA Financial Trust

SDIRA, Solo 401(k), ROBS
Strong Contender
💰 Finance
3.9(41 ratings)
Free
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Manage your self-directed retirement accounts, explore diverse investment options like real estate and crypto, and access expert resources. Stay informed with real-time alerts and secure transactions to take control of your financial future.

BPAS University#3

BPAS University by Benefit Plans Administrative Services, Inc.

The Road to Financial Security
Worth Considering
📚 Education
4.5😞(1.6K ratings)
Free
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This app simplifies retirement and benefit planning with educational resources and tools. Access a virtual classroom, savings calculators, and risk assessment to optimize your financial future. Learn about investing, health savings accounts, and more to achieve financial security.

What We Love

  • 👍 Great information and easy to navigate
  • 🚀 New version - a million times better!

Room to Improve

  • 🐛 Glitchy
  • 🐛 Continual Problems
  • 🐛 Terrible
  • 🐛 Very difficult
  • 🐛 Freezes and doesn't allow searching
  • 🐛 Redirects to non-mobile website
  • 🐛 Difficult to access funds and accounts

More Ira Rollover apps to explore

FAQ about Ira Rollover

What are the best ira rollover apps for iPhone?
PensionBee: Roll over 401(k)s tops our ira rollover apps ranking as of July 2026, with a 4.6-star average from 15 App Store ratings, and it's free to download.
Yes — 17 of the top ira rollover apps we rank are free to download, including PensionBee: Roll over 401(k)s and IRA Financial.
PensionBee: Roll over 401(k)s shows ads and has no in-app purchases, according to its App Store listing as of July 2026.
We track 18+ ira rollover apps on the iOS App Store as of July 2026, ranked by rating, recency, and analysis of real user reviews.
PensionBee is a financial app designed to help you roll over your old 401(k)s and IRAs into a new PensionBee IRA. It allows you to combine and manage all your retirement savings in one place, offering flexible investment options and personalized support.
PensionBee protects your account by encrypting your data, keeping it private, and securely verifying your information. The platform is built with security in mind to ensure your financial data is safe.