Best July 401K Apps

2.2(17 ratings)

Free

Access your retirement account on the go. View your balance, track fund performance, and easily update your contributions and password directly from your mobile device.

John Hancock Retirement by John Hancock

Strong Contender

4.7😞(39K ratings)

Free

Manage your retirement plan securely and conveniently on the go. Access account details, make changes, and set financial goals with real-time projections. Utilize educational resources for personal finance and wellness.

What We Love

🔒 Robust security features
👍 Easy to use
🚀 Quick access to account information

Room to Improve

🐛 Frequent technical issues and app crashes
📉 Lack of detailed portfolio information
🤔 Confusing and outdated user interface
🔍 Difficulty accessing transaction history

Invisor 401k by Schwab Retirement Technologies Inc.

Worth Considering

Fidelity workplace benefits

1.0(1 ratings)

Free

Manage your retirement savings on the go. Enroll in your plan, forecast income, monitor investments, and adjust contributions. Access financial learning resources and manage account settings securely.

More July 401K apps to explore

NetBenefits

Manage retirement savingsAccess stock optionsView health insurance details

Manage your Fidelity workplace benefits, including retirement savings, stock options, health insurance, and HSAs. Track account balances, investments, and expenses. Plan for your future with personalized tools and educational resources.

by Voya Services Company

All-in-one account aggregationPersonalized financial guidanceRetirement income modeling

Manage your entire financial life from one secure app. Track retirement, health savings, and investment accounts, alongside external banking and credit card information. Receive personalized guidance and access interactive tools to help you achieve your financial goals.

(191K)

Capital Group RKDirect 401k

Manage your 401k

View account balancesCheck personal rate of returnReview transaction history

Manage your employer-sponsored retirement plan on the go. View account details like balances, rates of return, and transaction history. Make changes to your investments, contribution allocations, and personal information as permitted by your plan.

(12K)

Capital Group PlanPremier401k

Manage your 401k

View retirement income estimatesCheck personal rate of returnManage contribution amounts

Manage your employer-sponsored retirement plan, view account details like income estimates and rates of return, and make changes to contributions, investments, and beneficiaries. Access plan forms and upload documents for account updates.

by FBMC Benefits Management, Inc

Retire on your terms.

View account balancesComplete simple transactionsAdjust investments

Manage your retirement savings and financial goals on the go. Access account balances, make transactions, and discover educational resources to improve your financial confidence. Tools like a personalized Retirement Wellness Score help you track progress towards your goals.

Self-Employed Retirement

Retirement. Define it.

Biometric loginCheck balances and transactionsRetirement income forecast

Manage your retirement savings with ease. Access account details, track investments, and forecast your future income. Securely enroll, make changes to contributions, and learn about financial planning.

(12)

Investing, saving & advice

M1: AI Wealth Management

AI fiduciary financial advisorPersonalized investment adviceCustomizable stock and ETF portfolios

This AI-powered financial advisor offers personalized investment, saving, and borrowing advice directly within your accounts. It acts as a registered fiduciary, legally bound to your best interests, and provides on-demand portfolio reviews and custom investment strategies.

by 1st Source Corporation

Retirement plan managementAccount reviewEmployer-sponsored plan access

Manage your employer-sponsored retirement plan through this app. Review your account details and access services provided by 1st Source Bank. Available in English and Spanish.

(1)

T. Rowe Price Personal®

INVEST WITH CONFIDENCE®

Consolidated portfolio viewExternal account linkingDetailed fund performance

Manage your entire investment portfolio, including external accounts, in one place. Track performance, make informed decisions with personalized insights, and execute trades quickly and securely. Access educational resources and dedicated support to help you achieve your financial goals.

by Schwab Retirement Technologies Inc.

Retirement account enrollmentIncome forecastInvestment performance monitoring

Manage your retirement savings on the go. Enroll, forecast your income, monitor investments, and adjust contributions. Securely upload documents and access financial learning resources.

by JULY BUSINESS SERVICES INC

Your 401k at your fingertips

Retirement account accessOn-the-go managementUser-friendly interface

Access your retirement savings account conveniently from your mobile device. Manage your 401(k) with a user-friendly interface designed for on-the-go access.

(1)

Plootus 401k/403b Simplified

AI based Retirement Planning

AI-based retirement planningInvestment allocation suggestionsRetirement and income calculators

This app uses AI to help you optimize retirement plans like 401k and 403b, offering premium investment advice for free. It analyzes your employer's plan to suggest the best investments for lower fees and better performance, or allows you to delegate to an advisor.

by Schwab Retirement Technologies Inc.

Biometric loginCheck balances and transactionsUpdate investment elections

Manage your retirement savings on the go with this mobile banking app. Securely access your account, track investments, and plan for your future with educational resources and income forecasts.

by JULY BUSINESS SERVICES INC