Best Jp Morgan Wealth Management Apps

227+ iOS apps curated and reviewed

4.5 avg rating
20 free apps
Updated May 2026

Looking for free jp morgan wealth management apps? 20 of our 227+ tracked titles are free to download — no subscription, no trial. The rest are premium picks worth paying for.

Top Picks for Jp Morgan Wealth Management

Morgan Stanley Wealth Mgmt#1

Morgan Stanley Wealth Mgmt by Morgan Stanley

Editor's Choice
💰 Finance
3.4😞(433 ratings)
Free
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Access and manage your finances conveniently with our mobile app. From tracking account activities to transferring funds, staying secure with multi-factor authentication, and connecting with your financial team, take control of your financial well-being anytime, anywhere with multiple layers of security.

What We Love

  • 🚀 Smooth and fast app performance
  • 🔒 Robust security features
  • 👍 Easy to use and navigate
  • 💡 Useful check deposit and bill payment features

Room to Improve

  • 🐛 Frequent login and connectivity issues
  • 🔍 Limited research and analytics capabilities
  • 👀 Outdated and cluttered user interface
J.P. Morgan Retirement Link#2

J.P. Morgan Retirement Link by Empower Annuity Insurance Company of America

J.P. Morgan Retirement Link
Strong Contender
💰 Finance
4.8😞(4.2K ratings)
FreeAds
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Access your retirement account securely anytime, anywhere with our mobile app. Track balances, adjust contributions, and stay secure with biometric authentication. Start planning for a better retirement today.

What We Love

  • 👍 User-friendly
  • 🚀 Easily manage finances
  • ⚙️ Convenient auto-feature

Room to Improve

  • 🐛 Frequent app crashes
  • 🔒 Inability to access account
  • 🤯 Poor customer support
Navy Federal Credit Union#3

Navy Federal Credit Union by Navy Federal Credit Union

Our Members are the Mission
Worth Considering
💰 Finance
4.9😐(815K ratings)
Free
#66in Finance
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Bank conveniently with the mobile app from a trusted credit union. Easily manage accounts, payments, transfers, deposits, and more with enhanced security features. Join as a member, apply for new accounts, and access financial education resources. Apply now or call for membership.

What We Love

  • 🚀 Convenient banking features
  • 🔒 Robust security
  • 👍 Excellent customer service
  • 🚀 Seamless mobile experience

Room to Improve

  • 🐛 Unreliable mobile deposit
  • 🐛 Inconsistent account balance display
  • 🐛 Buggy app updates

More Jp Morgan Wealth Management apps to explore

4
UBS Wealth Management
UBS Wealth Management
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.

💰 Finance
(60K)
5
Ameriprise Financial
Ameriprise Financial
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.

💰 Finance
(37K)
6
BNY Wealth Online
BNY Wealth Online
BNY Wealth Online
by The Bank of New York Mellon Corporation
Free

This mobile app allows clients to securely manage and transact on their consumer and investment accounts, with features such as customizable views, intraday pricing, and fund transfers. With the app, users can access their accounts, monitor balances, pay bills, and manage investments on the go, and can get started by enrolling in the service or contacting their financial team.

💰 Finance
(23)
7
Discover Mobile
Discover Mobile
Discover Mobile
Banking and Finance
Free

Manage your credit card and bank accounts easily with this mobile app. Check balances, make payments, redeem rewards, and more on the go. Contact us at mobappqs@service.discovercard.com for any queries.

💰 Finance
(5.1M)
8
Vanguard: Save, Invest, Retire
Vanguard: Save, Invest, Retire
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.

💰 Finance
(177K)
9
Citi Private Bank In View
Citi Private Bank In View
Citi Private Bank In View
Citi Private Bank
Free
💰 Finance
(53)
10
Wealthfront: Save and Invest
Wealthfront: Save and Invest
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!

💰 Finance
(17K)
11
Aaron Wealth Connect
Aaron Wealth Connect
Aaron Wealth Connect
by Aaron Wealth Advisors LLC
Free

This wealth management application enables secure and private collaboration between high-net-worth individuals and experienced advisors, allowing users to manage their wealth effectively from anywhere. With this platform, users can work with advisors in a compliant and confidential environment, taking control of their financial management needs.

💼 Business
(4)
12
Wealthscape℠
Wealthscape℠
Wealthscape℠
by National Financial Services LLC
Free

Access critical brokerage information, manage client accounts, and stay informed on market updates with the Wealthscape℠ mobile app. Enjoy advanced security features like biometric login and two-factor authentication for a secure experience. For investment professionals only.

💰 Finance
(2.6K)
13
Hoxton Wealth
Hoxton Wealth
Hoxton Wealth
Financial planning
Free

This financial planning application helps international and cross-border investors manage their wealth by providing real-time insights into their net worth, tracking multiple assets, and offering advanced features such as multi-currency aggregation and live crypto tracking. By using this app, users can streamline their global finances and work towards achieving financial independence through efficient and transparent financial planning.

💰 Finance
(41)
14
Vault: Private Wealth
Vault: Private Wealth
Vault: Private Wealth
Grow & preserve your wealth
Free
💰 Finance
(6)
15
Plante Moran Wealth
Plante Moran Wealth
Plante Moran Wealth
by PMFA INC
Free

This application provides clients with on-demand access to their investment portfolio information, allowing them to view their financial and investment data in one location. It offers a range of features, including document access, contact information for their financial team, and expert thought leadership, to help clients manage their wealth and reach their financial goals.

💰 Finance
(8)
16
MD Wealth
MD Wealth
MD Wealth
by MD Wealth Management, LLC
Free

This client portal allows users to manage their wealth and access financial information in one place. It provides a secure and convenient way to stay on top of your financial situation and make informed decisions about your wealth.

💰 Finance
(10)
17
iA Private Wealth
iA Private Wealth
iA Private Wealth
by Industrial Alliance Insurance and Financial Services Inc.
Free

Monitor your investment portfolio and stay connected with your advisor on-the-go with a secure mobile app that offers comprehensive account information, document downloads, and optional biometric authentication. Download the app to keep tabs on your progress towards your wealth goals anywhere, anytime.

💰 Finance
(29)
18
Bernstein Private Wealth
Bernstein Private Wealth
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.

💰 Finance
(58)
19
Flourish Wealth
Flourish Wealth
Flourish Wealth
by Flourish Wealth Management Inc.
Free

This mobile app helps you manage your finances by providing real-time access to your account information, investment holdings, and financial planning tools. With the app, you can stay on top of your financial situation and make informed decisions, and if needed, reach out to your team for assistance.

💰 Finance
(9)
20
Cube Wealth: Financial Planner
Cube Wealth: Financial Planner
Cube Wealth: Financial Planner
Savings and Investment Guide
Free

This application helps you manage your wealth, investments, and retirement planning through a unified platform, providing access to expert financial planners and a variety of investment options. By leveraging its proprietary algorithm and guidance from experienced consultants, you can build a diversified portfolio that aligns with your goals and risk tolerance, securing your financial future.

💰 Finance
(14)