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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😐(154 ratings)
Free
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Manage your investment portfolio, transfer funds, and deposit checks securely on your mobile device. Access account balances, market information, and financial documents anytime. It offers a secure vault for storing important papers and provides tools for in-depth financial reviews.

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
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
#81in Finance
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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.

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

Invest in a diverse portfolio including stocks, options, bonds, and crypto. Transfer your existing portfolio and earn a 1% uncapped match. Build your retirement with IRA contributions and earn a 1% match.

Transfer existing portfolios1% uncapped transfer matchInvest in stocks, options, bonds, crypto
💰 Finance
(84K)
free with in-app purchases
5
LPL Account View
LPL Account View
LPL Account View
by LPL FINANCIAL CORPORATION
Free

Access your LPL financial accounts securely and conveniently from your mobile device. Track your portfolio, monitor transactions, and view account documents. Stay informed with daily market updates and investment research to help you reach your financial goals.

Monitor total portfolio valueTrack account balances and transactionsAnalyze asset allocations
💰 Finance
(3.6K)
free
6
Altruist Client
Altruist Client
Altruist Client
The way money should feel.
Free

Manage your investments and track financial advisor progress. View account balances, returns, and transactions. Gain insights into your investment allocations and see exactly what you own.

View account balances and returnsTrack transactions and transfersAnalyze investment allocations
💰 Finance
(1.4K)
free
7
eMoney Client Portal
eMoney Client Portal
eMoney Client Portal
eMoney Client Portal
Free

Access a consolidated view of your entire financial life, track spending and investments, and set personalized goals. Securely store important documents and communicate with your advisor all in one place.

All-in-one account aggregationSpending and investment trackingPersonalized goal setting
💰 Finance
(22)
free
8
Opco Client Access mobile app
Opco Client Access mobile app
Opco Client Access mobile app
by Oppenheimer & Co. Inc.
Free

Access your Oppenheimer & Co. Inc. account information, view holdings and balances, and review recent activity. Get the latest research, market commentary, and analyst information. Manage your profile and easily contact your financial advisor.

Account summary and holdingsBalances and recent activityAccess account statements
💰 Finance
(38)
free
9
Titan: Your Wealth Team
Titan: Your Wealth Team
Titan: Your Wealth Team
Investing, Wealth Management
Free

This app offers comprehensive wealth management services, combining a dedicated advisory team with professional investment management. It simplifies investing, tax planning, and cash management, providing personalized guidance and active portfolio management without high fees or minimums.

Dedicated advisory teamProfessional investment managementAutomated cash management
💰 Finance
(7K)
freemium
10
Morningstar Investor
Morningstar Investor
Morningstar Investor
by Morningstar, Inc.
Free

This app provides expert investment analysis and tools to refine your strategy and maximize returns. Monitor markets, access comprehensive data on stocks and funds, track your portfolio, and stay updated with the latest financial news and commentary.

Portfolio monitoring toolsSecurity search and watchlistsIndependent analysis and ratings
💰 Finance
(7K)
free with in-app purchases
11
AdviceWorks®
AdviceWorks®
AdviceWorks®
Client Access
Free

Manage your complete financial overview on the go. This app offers tools for seamless control, enhanced collaboration with your financial professional, and secure document storage. Stay informed about your accounts, net worth, and performance with intuitive features.

Comprehensive account overview dashboardNet worth tracking with linked accountsSecure document vault for statements and reports
💰 Finance
(124)
free
12
Wealthscape Investor℠
Wealthscape Investor℠
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.

View account portfolio, positions, and balancesAccess account statements and tax formsSubmit equity and ETF orders
💰 Finance
(19K)
free
13
Wealthbox
Wealthbox
Wealthbox
CRM for Financial Advisors
Free

Manage client relationships and firm activities with this comprehensive CRM mobile app. It offers secure login, contact management with quick actions, and a redesigned calendar. Stay organized with task, opportunity, and project management features, all synced with the web version.

Client relationship managementContact management with quick actionsRedesigned calendar and task management
💼 Business
(1.6K)
free
14
Willow Wealth
Willow Wealth
Willow Wealth
Private markets investing
Free

Diversify your portfolio with private markets like real estate, private equity, and credit. Build your own investments or let an automated solution manage them for you. All opportunities are vetted by experienced professionals.

Diversify with private marketsReal estate, private equity, credit investmentsBuild custom portfolios
💰 Finance
(1.6K)
free with in-app purchases
15
Stock Events Portfolio Tracker
Stock Events Portfolio Tracker
Stock Events Portfolio Tracker
Stocks, Portfolio & Dividends
Free

Monitor your investments, including stocks, ETFs, and cryptocurrencies, and stay updated on dividends, earnings, and market events. Track portfolio performance, passive income, and receive alerts for key financial news.

Portfolio tracking for stocks, ETFs, bonds, and cryptoDividend income and ex-dividend date monitoringEarnings and IPO calendar with notifications
💰 Finance
(2.1K)
freemium
16
Wealthscape℠
Wealthscape℠
Wealthscape℠
by National Financial Services LLC
Free

This app provides brokers and advisors with secure mobile access to critical brokerage information. It enhances client responsiveness and practice management with features like biometric login, account overviews, and transaction tracking.

Biometric login (face/fingerprint)Two-factor authenticationMobile check deposit
💰 Finance
(2.7K)
free
17
Envestnet Client View
Envestnet Client View
Envestnet Client View
by Envestnet Financial Technologies, Inc.
Free

Manage your finances and work towards your financial goals with this app. It offers tools to simplify your financial life, suitable for both beginners and experienced individuals.

Financial goal achievementSimplified financial managementTools for investors
💰 Finance
(11)
free
18
Magnifi: Invest with AI
Magnifi: Invest with AI
Magnifi: Invest with AI
Plan, invest, analyze, grow
Free

This AI-powered app helps you research investments, create personalized plans, and manage multiple brokerage accounts. It offers a conversational AI assistant, market data, and planning tools to invest with confidence. Connect your accounts or invest directly.

AI investing assistantInvestment search enginePersonalized investing plans
💰 Finance
(382)
free with in-app purchases
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 financial accounts and track progress toward your goals. View your portfolio, link external accounts, and connect with an advisor or planner. Review statements and plan updates for a comprehensive financial overview.

Track retirement goal progressView total portfolio and account detailsLink outside accounts
💰 Finance
(7.4K)
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