Best Iwatermark Wealth Apps

E*TRADE: Invest. Trade. Save.

Stocks, ETFs, options, crypto

Free

This app simplifies investing, banking, and trading for users of all experience levels. It provides commission-free trades, research tools, educational resources, and high-yield savings options.

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.

Edward Jones

Track your goals on-the-go

Free

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.

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 FICO® Score updates.

Morgan Stanley Wealth Mgmt

by Morgan Stanley

Free

Manage your personal finances, accounts, and investments on the go. Deposit checks, transfer money, view documents, and connect with your financial advisor securely. Track spending, set alerts, and even lock your debit card if misplaced.

Empower ®

Plan, save, invest, retire

Free

This app provides a comprehensive financial overview, consolidating all your accounts in one place. It offers tools to plan for retirement, manage budgets, track net worth, and simulate financial scenarios, making financial management clearer and simpler.

Park Avenue® 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.

Wealthscape Investor℠

by National Financial Services LLC

Free

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.

Black Diamond Wealth Platform

by Black Diamond Performance Reporting, LLC

Free

Access your investment portfolio data through a streamlined mobile interface. This application is designed for authorized clients to view their financial information on the go.

Vontobel Wealth

by Bank Vontobel AG

Free

Access your financial portfolio, manage payments, and trade securities on the go. Communicate securely with your advisor and receive digital account statements. Stay informed with research and market news.

InCred Wealth

by INCRED CAPITAL INCLUSION ADVISORY SERVICES PRIVATE LIMITED

Free

Manage your investment portfolio on the go with this app. Easily view holdings, analyze performance against benchmarks, and access transaction details and reports. Secure login options are available for quick access.

Nivesh: Wealth Management App

Manage & Grow Your Wealth

Free

This app is a comprehensive wealth management and investment platform. It offers tools for individual investors to track portfolios, receive recommendations, and access diverse financial products. Financial partners can use it to onboard clients, manage their business, and engage with customers.

Novelty Wealth: AI for Finance

SEBI RIA | Unbiased Advisory

Free

This AI-powered platform offers unbiased financial advice for modern investors, covering mutual funds, stocks, and more. It provides portfolio analysis, tax optimization, and personalized insights to help users make smarter financial decisions and gain control over their money.

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.

Neverless: Stocks & Crypto

0 trading fees, 0 FX fees

Free

Invest in cryptocurrencies, gold, and silver with zero fees. Access passive income through automated strategies, borrow against your assets, and enjoy bank-grade security. Stocks investing is coming soon.