Best Morgan Stanley Wealth Mgmt Apps

227+ iOS apps curated and reviewed

4.5 avg rating
20 free apps
Updated June 2026

If you already know Morgan Stanley Wealth Mgmt, this is the deeper bench. 227+ morgan stanley wealth mgmt apps for iPhone, all reviewed and ranked by user rating, recency, and download trend as of June 2026.

Top Picks for Morgan Stanley Wealth Mgmt

Morgan Stanley Wealth Mgmt#1

Morgan Stanley Wealth Mgmt by Morgan Stanley

Editor's Choice
💰 Finance
3.4😞(433 ratings)
Free
Morgan Stanley Wealth Mgmt screenshot 1
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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.

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  • 👀 Outdated and cluttered user interface
Stock Plan#2

Stock Plan by Morgan Stanley

Morgan Stanley at Work
Strong Contender
💰 Finance
4.5😞(7.7K ratings)
Free
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Manage your stock plan accounts on the go with this mobile application. View your balance, track vesting schedules, sell shares, and exercise options. Interactive visualizations provide key account information at a glance, with secure login options.

What We Love

  • 🚀 Fast and easy to use
  • 👍 Intuitive dashboard
  • 🔒 Secure login with Face ID

Room to Improve

  • 🐛 Frequent login issues
  • 🔄 Endless redirect loop between app and website
  • 🤔 Lack of basic functionality (e.g. sell to cover, exercise options)

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4
Autopilot: Automated Investing
Autopilot: Automated Investing
Autopilot: Automated Investing
In your own brokerage account
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Automate your investments by copying experienced traders in real-time. Connect your existing portfolio and let expert "pilots" guide your trades. Access exclusive perks and future trades with a premium club membership.

Automate portfolio by copying tradersReal-time trade copyingPolitician trade tracker
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5
Morgan Stanley Asia Mobile
Morgan Stanley Asia Mobile
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Morgan Stanley Bank Asia Ltd
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6
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
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7
Shareworks
Shareworks
Shareworks
Morgan Stanley at Work
Free

Manage your equity plan on the go. View your portfolio, track events, and complete transactions like selling shares or exercising options. Securely access your financial data and manage your employee stock purchase plan.

Manage and forecast portfolioTrack past and future eventsView ESPP holdings
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8
Morgan Stanley Events
Morgan Stanley Events
Morgan Stanley Events
by Morgan Stanley
Free

Access event agendas, schedules, activities, speaker bios, presentations, and venue details for registered attendees. A password is required for entry.

Event agendasSchedules and activitiesSpeaker biographies
💼 Business
(3)
free
9
eToro: Investing made social
eToro: Investing made social
eToro: Investing made social
Trade the world’s top markets
Free

Invest in stocks, ETFs, and cryptocurrencies with zero commissions. Earn interest on your cash balance and explore options trading. Connect with a community of investors and practice with virtual funds.

Zero commission stock and ETF investingBuy popular cryptocurrenciesHigh-Interest Cash Program
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10
GS PWM
GS PWM
GS PWM
Wealth Management
Free

Manage your Goldman Sachs Private Wealth Management or Ayco accounts on the go. View portfolio performance, initiate transfers, and stay updated with market insights. Designed for existing clients to access their financial information securely.

View portfolio market valueTrack investment resultsInitiate transfers
💰 Finance
(86)
free
11
Ameriprise Financial
Ameriprise Financial
Ameriprise Financial
by Ameriprise
Free

Manage your finances and connect with your advisor on the go. Track investments, view account balances, and securely share documents. Make payments, deposit checks, and stay informed with market news.

Track asset value and account summaryView portfolio allocation and performanceAdd external accounts for a complete financial picture
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12
T. Rowe Price Personal®
T. Rowe Price Personal®
T. Rowe Price Personal®
INVEST WITH CONFIDENCE®
Free

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.

Consolidated portfolio viewExternal account linkingDetailed fund performance
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(23K)
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13
DBS digibank - wealth
DBS digibank - wealth
DBS digibank - wealth
by DBS Bank Ltd
Free

Manage your investments, plan your finances, and bank seamlessly within a single application. Gain insights into your portfolio, access global markets, and track your spending. Offers tools for sustainable living and investing.

Integrated banking and wealth managementSmart Shortcuts and remindersPortfolio breakdown and analysis
💰 Finance
(555)
free with in-app purchases
14
Finvest: AI Money Manager
Finvest: AI Money Manager
Finvest: AI Money Manager
Track, manage & build wealth
Free

This app is an intelligent personal wealth manager that simplifies investing and provides powerful financial tools. It helps users analyze, discover, and trade stocks, ETFs, crypto, and bonds, while also tracking all financial accounts in one place.

Intelligent stock picks with Finvest ScorecardSmart discovery of investment themes and recommendationsDeep portfolio insights and risk analysis
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15
Legacy Wealth Management Group
Legacy Wealth Management Group
Legacy Wealth Management Group
by Legacy Wealth Management Group, Inc
Free

Access detailed portfolio performance data through a user-friendly interface. View all your financial accounts in one place, tracking daily and historical performance. This app is part of a mission to provide genuine client service and frequent interaction.

Portfolio performance dataFinancial account aggregationDaily and historical performance tracking
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16
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
17
Morgan Stanley PWM Australia
Morgan Stanley PWM Australia
Morgan Stanley PWM Australia
Morgan Stanley
Free
💰 Finance
(0)
18
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
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19
Copilot: Track & Budget Money
Copilot: Track & Budget Money
Copilot: Track & Budget Money
Spending, investing, net worth
Free

This app provides a clear and simple way to manage your finances. It offers smart tools for categorizing spending, budgeting, and tracking investments, all with bank-level security and personalized support. Reclaim control of your financial data with an intuitive interface.

AI-powered transaction categorizationAdaptive budgeting based on habitsSubscription tracking
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20
Vanguard: Save, Invest, Retire
Vanguard: Save, Invest, Retire
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.

Account overview and balance trackingInvestment performance trackingCost basis and day change details
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