Best Ira Rollover Apps

18+ iOS apps curated and reviewed

4.1 avg rating
18 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)sFree4.3★ (22)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 CalculatorFree—YesNoSep 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
4.3(22 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 4.3-star average from 22 App Store ratings, and it's free to download.
Yes — 18 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.