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Best Lodestar Client Apps

220+ iOS apps curated and reviewed

4.4 avg rating
20 free apps
Updated May 2026

Client Access is the household name in lodestar client, but it's far from the only option. We track 220+ alternatives and competitors on iOS — many free, many higher-rated than you'd expect.

Top Picks for Lodestar Client

Client Access#1

Client Access by Raymond James Financial, Inc.

Editor's Choice
💰 Finance
4.0😐(152 ratings)
Free
Client Access screenshot 1
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Client Access screenshot 6

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.

What We Love

  • 👍 Easy to use interface
  • 🚀 Fast performance and quick access to information
  • 📊 Comprehensive account and portfolio information
  • 🔒 Secure authentication options (Face ID, Touch ID)

Room to Improve

  • 🐛 Persistent login issues and authentication failures
  • 🐛 App crashes and freezes frequently
  • 📉 Lacks data visualization and charting capabilities
Private Client Services#2

Private Client Services by The Capital Group Companies Inc.

Client portal
Strong Contender
💰 Finance
4.4(10 ratings)
Free
Private Client Services screenshot 1
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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.

Vanguard: Save, Invest, Retire#3

Vanguard: Save, Invest, Retire by The Vanguard Group, Inc.

Investing, Advice, Retirement
Worth Considering
💰 Finance
4.6😞(177K ratings)
FreeAds
#84in Finance
Vanguard: Save, Invest, Retire screenshot 1
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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.

What We Love

  • 🚀 Comprehensive investment app
  • 🤖 Exceptional way to recover lost funds
  • 👍 Majestic interface
  • 🤑 Best financial app

Room to Improve

  • 🕰️ Long wait times for customer service
  • 🐛 Inconsistent functionality
  • 🤯 Worthless app

More Lodestar Client apps to explore

4
Public: Invest & Trade
Public: Invest & Trade
Public: Invest & Trade
Stocks, Crypto, Options, Bonds
Free

An all-in-one investing application where you can trade options with rebates, earn high APY on a cash account, buy bonds, utilize AI investment analysis, manage portfolios with advanced tools, and access pre-market trading sessions. Take control of your investments and dive deep into financial analysis with ease.

💰 Finance
(84K)
5
LPL Account View
LPL Account View
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.

💰 Finance
(3.4K)
6
Altruist Client
Altruist Client
Altruist Client
The way money should feel.
Free

An app that helps you manage investments and stay in touch with your financial advisor, providing key metrics, transaction updates, and detailed investment insights. Take control of your financial life and download the app today.

💰 Finance
(1.4K)
7
eMoney Client Portal
eMoney Client Portal
eMoney Client Portal
eMoney Client Portal
Free

This personalized portal provides a secure and comprehensive view of your financial life, allowing you to track spending, investments, and goals, while also facilitating communication with your advisor. By using this portal, you can save time, stay organized, and take control of your financial future, exploring various financial topics and gaining valuable insights along the way.

💰 Finance
(22)
8
Opco Client Access mobile app
Opco Client Access mobile app
Opco Client Access mobile app
by Oppenheimer & Co. Inc.
Free

Access your account information on-the-go with this mobile app, featuring account summaries, holdings, balances, and research data. Current users of the Client Access website can start using the app immediately, while others can contact their Financial Advisor for assistance.

💰 Finance
(38)
9
Titan: Your Wealth Team
Titan: Your Wealth Team
Titan: Your Wealth Team
Investing, Wealth Management
Free

Titan is a comprehensive wealth platform that offers free net worth tracking, the ability to benchmark against peers, trade and invest with no fees, and access advanced investment products. With a focus on providing a smarter approach to investing, users can manage their entire financial picture in one place, including individual stock trading, professional investment management, and alternative investment options. Download the app to start tracking your net worth for free and take control of your finances seamlessly.

💰 Finance
(7K)
10
Morningstar Investor
Morningstar Investor
Morningstar Investor
by Morningstar, Inc.
Free

Discover a comprehensive investment app that offers market monitoring, portfolio tracking, analyst research, and real-time quotes. Access premium investment data, news, and videos, and enjoy seamless account integration for registered users. Join now for a wealth of financial resources and tools.

💰 Finance
(7K)
11
AdviceWorks®
AdviceWorks®
AdviceWorks®
Client Access
Free

Manage and view your full financial picture with our app, designed for clients with Cetera accounts. Stay informed with account overviews, manage financial documents securely, and communicate easily with your financial professional. Contact your financial professional for access today!

💰 Finance
(121)
12
Wealthscape Investor℠
Wealthscape Investor℠
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.

💰 Finance
(19K)
13
Wealthbox
Wealthbox
Wealthbox
CRM for Financial Advisors
Free

A comprehensive CRM application for financial advisors, seamlessly managing client relationships with features like secure login options, maps integration, push notifications, and task management. Stay organized and efficient with Wealthbox CRM, the ultimate tool for financial professionals.

💼 Business
(1.5K)
14
Willow Wealth
Willow Wealth
Willow Wealth
Private markets investing
Free

Unlock access to alternative investments traditionally reserved for the 1% with a platform that offers diversification through unique access to private equity, venture capital, crypto funds, art, real estate, and more. Yieldstreet's investment team partners with specialists to assess and evaluate investments, with impressive statistics including $3.5 billion invested, $2 billion in principal and interest paid, 300 fully repaid deals, and a 9.6% realized net annualized return. Invest in private markets your way with individual offerings, the Alternative Income Fund, a FDIC-insured Wallet, and IRAs for tax-efficient investing. Discover more at yieldstreet.com.

💰 Finance
(1.6K)
15
Stock Events Portfolio Tracker
Stock Events Portfolio Tracker
Stock Events Portfolio Tracker
Stocks, Portfolio & Dividends
Free

Track important stock market events, dividends, earnings, and IPOs with a comprehensive portfolio and dividend tracker. Stay informed about economic events, receive price alerts, follow friends' investments, and access detailed information on stocks, ETFs, commodities, bonds, indices, and crypto. Upgrade to Stock Events PRO for additional features. Visit the app for more details.

💰 Finance
(102)
16
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)
17
Envestnet Client View
Envestnet Client View
Envestnet Client View
by Envestnet Financial Technologies, Inc.
Free

Take control of your finances with this mobile app designed to simplify your financial life and empower you to achieve your financial goals. It provides a comprehensive platform for individuals to manage their finances, regardless of their investment experience.

💰 Finance
(11)
18
Magnifi: Invest with AI
Magnifi: Invest with AI
Magnifi: Invest with AI
Plan, invest, analyze, grow
Free

Meet an AI-powered investing app designed to help you build personalized investing plans, make informed decisions, and manage multiple brokerage accounts effortlessly. Explore a marketplace of 15,000 stocks and funds tailored to your financial goals, all while enjoying access to interactive tools and a commission-free brokerage. Subscribe for as little as $11 per month and start optimizing your investments today!

💰 Finance
(0)
19
EXE Client Portal
EXE Client Portal
EXE Client Portal
Access valuation & documents
Free
💰 Finance
(0)
20
EFE
EFE
EFE
Your Investment Advisor
Free

Access your account information quickly and easily with EFE, your personal investment advisor. Stay on top of your financial goals and track your progress effortlessly. Download now for seamless account management.

💰 Finance
(7.3K)

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