Best Jmfl Private Wealth Apps

Edward Jones

Track your goals on-the-go

Free

Track your financial goals on-the-go with our app! Easily view account details, track goal progress, message your team, deposit checks, and more, all with built-in security features.

Nedbank Private Wealth App

by Nedbank Limited

Free

This mobile application provides a secure and user-friendly platform for managing personal wealth, banking transactions, and investments in one place. It offers a range of features, including secure login, a consolidated dashboard, account access, trading, messaging, and payment options, with advanced security measures to protect client information and assets.

GS PWM

Wealth Management

Free

This mobile app allows Goldman Sachs Private Wealth Management and Ayco clients to access their accounts, view portfolio details, and stay updated on market insights. With the app, clients can initiate transfers, deposit checks, and contact their team, providing a streamlined way to manage their wealth on-the-go.

UBS Wealth Management

by UBS AG

Free

A comprehensive financial services app offering account management, budgeting tools, personalized insights, and future planning features. Tailored for existing clients of UBS Financial Services Inc., empowering users to take control of their financial well-being.

Wealthfront: Save and Invest

Saving, investing, stocks.

Free

An application for saving, investing, and trading in stocks with high interest rates for cash savings, automated portfolio management for low-risk bond ETFs, personalized automated index fund investments, and commission-free stock investing. It offers a streamlined approach to managing finances and building wealth in one place. Start managing your finances smarter today!

Vanguard: Save, Invest, Retire

Investing, Advice, Retirement

Free

The Vanguard app provides easy mobile investing and account management with features like tracking account performance, making trades, and accessing support. Stay on top of your investments and financial goals conveniently from your mobile device.

Bernstein Private Wealth

My Bernstein mobile app

Free

This mobile app allows wealth management clients to effortlessly manage their finances, accessing account information, transferring funds, and securely sharing files with their advisory team. Download the app to take control of your financial future with confidence and ease, monitoring your assets, making transactions, and connecting with your advisor on-the-go.

CIBC Mobile Wealth

by CIBC

Free

Access multiple CIBC investment accounts in one place with the Mobile Wealth App. Monitor investments, trade stocks, ETFs, and more, get personalized investment advice, and access account documents on the go. Available in English and French. See https://www.cibc.com/en/privacy-security.html for privacy information.

NJ E-Wealth Account

by NJ INDIA INVEST PRIVATE LIMITED

Free

This application allows users to transact on-the-go and access transaction and portfolio reports with a login ID and password. To learn more and start using the service, find out about the network partnership requirements.

Client Access

by Raymond James Financial, Inc.

Free

Access your accounts with ease using our app - securely view balances, manage investments, transfer funds, deposit checks, access market info, view documents, and utilize client tools, all optimized for mobile. Stay on top of your financial portfolio anytime, anywhere.

Ameriprise Financial

by Ameriprise

Free

Access financial information, connect with your advisor, track progress, view accounts, collaborate securely, and complete tasks all in one place with the Ameriprise Financial app. Make informed financial decisions and manage your portfolio on-the-go. Visit the website for more information on privacy and security.

HSBC Private Bank US

Stay connected to your wealth

Free

This mobile app allows HSBC Private Bank clients to access their wealth on-the-go, providing key information on investments, portfolio valuations, transactions, and account statements. By downloading the app, clients can stay connected to their financial information and manage their wealth more effectively.

Wealthscape Investor℠

by National Financial Services LLC

Free

Access your managed brokerage accounts with ease using this app, featuring advanced security measures like biometric login and two-factor authentication. Enjoy convenient self-service capabilities and access account information effortlessly, including statements, tax forms, and more. To get started, contact your financial institution to enroll in Wealthscape Investor or Online Brokerage.

LPL Account View

by LPL FINANCIAL CORPORATION

Free

Access your financial accounts conveniently on-the-go with the LPL Financial’s Account View mobile app. Monitor your portfolio, track balances and transactions, manage accounts securely with biometric login, and stay informed with daily market updates. Take control of your financial aspirations with this comprehensive financial solution.

RBC WM Online U.S.

by RBC Capital Markets, LLC

Free

Access your U.S. accounts effortlessly with the RBC Wealth Management Online App. View portfolios, balances, market data, and easily connect with your advisor while enjoying convenient features like check deposits and secure messaging. Secure your financial future on-the-go!

Private Client Services

Client portal

Free

This mobile app allows clients to access their account information on-the-go, providing a secure and comprehensive overview of their investments, transactions, and results. With the app, clients can stay up-to-date on their holdings, view research insights, and easily contact their team, all through a secure and user-friendly portal.