Best Minster Bank Wealth Management Apps

Edward Jones

Track your goals on-the-go

Free

Manage your financial goals and accounts from anywhere. View holdings, track progress, and securely communicate with your financial advisor. Deposit checks and transfer funds with ease.

E*TRADE: Invest. Trade. Save.

Stocks, ETFs, options, crypto

Free

This app simplifies investing, banking, and trading for users of all experience levels. It provides commission-free trades, research tools, educational resources, and high-yield savings options.

Vontobel Wealth

by Bank Vontobel AG

Free

Access your financial portfolio, manage payments, and trade securities on the go. Communicate securely with your advisor and receive digital account statements. Stay informed with research and market news.

Empower ®

Plan, save, invest, retire

Free

This app provides a comprehensive financial overview, consolidating all your accounts in one place. It offers tools to plan for retirement, manage budgets, track net worth, and simulate financial scenarios, making financial management clearer and simpler.

Morgan Stanley Wealth Mgmt

by Morgan Stanley

Free

Manage your personal finances, accounts, and investments on the go. Deposit checks, transfer money, view documents, and connect with your financial advisor securely. Track spending, set alerts, and even lock your debit card if misplaced.

Wealth Mobile

by Banque Pictet & Cie SA

Free

Access your investment portfolio, communicate securely with your advisor, and stay updated on market news. This app provides a consolidated view of your financial interactions and documents.

Vanguard: Save, Invest, Retire

Investing, Advice, Retirement

Free

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.

Arvest Wealth Portal

By Arvest Wealth Management

Free

Securely view investment accounts, statements, and tax forms 24/7. Optimized for mobile, it offers quick login, portfolio overviews, detailed holdings, and transaction history filtering. Set up custom alerts for securities and download tax forms for software.

Park Avenue® Wealth Management

by Park Avenue Securities

Free

Access your investment accounts, view balances, track performance, and manage transactions on the go. Securely store and share documents with your advisor. Requires an existing account with Park Avenue Securities.

J. Safra Sarasin Wealth

J. Safra Sarasin

Free

Manage your wealth with a secure platform offering portfolio valuations, trade execution, and account transfers. Stay connected to your finances and interact with your relationship manager from anywhere.

Old National Wealth

by Old National Bancorp

Free

Access your trust and investment information securely on the go. View your total wealth, portfolio details, and recent transactions. Share information with your advisor to make informed financial decisions.

Citi Private Bank In View

Citi Private Bank

Free

Access a comprehensive view of your financial accounts and explore your investment portfolios in detail. Analyze metrics, compare performance, and discover insights on core themes with an intuitive digital banking experience.

FTWA Wealth Access

by FifthThird Bank

Free

Access your personal financial accounts, view trades and transactions, and track your financial goals securely. This platform aggregates assets and liabilities from over 20,000 institutions, offering real-time portfolio views and document storage.

Northquest Finance

Save, Invest, Build Wealth

Free

This finance app helps users save smarter, invest better, and build wealth with features like auto-save, daily interest, and real-time tracking. Licensed by the Central Bank of Nigeria, it offers secure access to local and global investment opportunities.