Manage your retirement plan on the go. Track your account balance, view investments, and review transactions with ease. Stay informed about your financial future from virtually any location.
1.9(22 ratings)
Free
Top Picks for Nestegg U
NestEggs 401(k) by Schwab Retirement Technologies Inc.
Strong Contender
💰 Finance
4.0(7 ratings)
Free
Manage your retirement savings on the go. Enroll in your plan, forecast future income, monitor your balance and investments, and adjust contributions. Access a financial learning center and manage account settings securely.
4.8😊(86K ratings)
Free
Automate your savings, investments, and budgeting with intelligent rules based on your habits. Set unlimited financial goals, track progress, and even team up with a partner on shared objectives. Spend smarter with a dedicated debit card and real-time budget notifications.
What We Love
- 💰 Effective savings tool
- 📈 Helps build good financial habits
- 🤝 Useful for joint savings goals
- 🤖 Automated savings rules
Room to Improve
- 🕰️ Slow money transfers
- 🔒 Difficulty reconnecting bank accounts
- 💰 Unexpected fees/charges
More Nestegg U apps to explore
4
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
💰 Finance
(177K)
free5
Northwestern Mutual
by THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY INC
Free
Manage your investment and insurance accounts, make payments, and track your net worth. Consolidate all your financial accounts in one place to monitor spending and view your overall financial health.
View investment performance and transactionsAccess insurance policy detailsMake premium payments
💰 Finance
(11K)
free6
Everdays: Retirement Planning
Senior planning & insurance
Free
This app helps seniors plan for their future by guiding them through saving, healthcare, and legacy planning. It offers personalized plans and connects users with insurance options to ensure their wishes are met and their loved ones are cared for.
Retirement saving guidanceFuture healthcare planningLegacy and final wishes planning
💰 Finance
(994)
free7
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.
View account holdings and performanceTrack progress toward financial goalsMessage and share documents with team
💰 Finance
(132K)
free8
Betterment Invest & Save Money
Investments & Cash Accounts
Free
Automated investing and savings app to build long-term wealth and reach financial goals. Offers expert-built portfolios, high-yield cash accounts, and tools for self-directed investing. Start with as little as $10.
Automated investing and savingsExpert-built diversified portfoliosHigh-yield cash accounts
💰 Finance
(63K)
free with in-app purchases9
Oportun: Savings & Loans
Build savings, track your loan
Free
This finance app helps you reach savings goals by automatically setting aside money based on your income and spending. It also allows existing loan members to easily manage their accounts and payments within the app.
Automated savings towards goalsPersonalized savings based on spendingPause or transfer savings anytime
💰 Finance
(289K)
subscription10
Zogo: Learn and Earn
Learn How Finance Really Works
Free
This app makes learning about personal finance engaging and accessible. It breaks down complex financial topics into easy-to-understand modules, helping users improve their money management skills and financial literacy.
Financial literacy educationBite-sized learning modulesReal-life finance topics
📚 Education
(58K)
free with in-app purchases11
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
💰 Finance
(23K)
free12
Capital Group PlanPremier401k
Manage your 401k
Free
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.
View retirement income estimatesCheck personal rate of returnManage contribution amounts
💰 Finance
(11K)
ad-supported13
John Hancock Retirement
by John Hancock Life Insurance Company (U.S.A)
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.
Manage retirement plan accountView account balance and historyUpdate contribution rates
💰 Finance
(35K)
free14
Transamerica Retirement App
by Transamerica Retirement Solutions, LLC
Free
Manage your retirement savings and investments on the go. Access account balances, track performance, and adjust savings or investment strategies. Utilize tools to project future retirement outlook based on your current plan.
On-the-go account accessView account balance and performanceAdjust savings rate
💰 Finance
(3.2K)
free15
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
💰 Finance
(37K)
free16
TIAA
by Teachers Insurance and Annuity Association America
Free
Manage your retirement and brokerage accounts securely with this app. Monitor investments, track fund performance, and trade equities, ETFs, and mutual funds. Set financial goals and access support tools.
Secure login (password, Touch ID, Face ID)Investment and retirement plan managementBrokerage trading (equities, ETFs, mutual funds)
💰 Finance
(8.3K)
free17
J.P. Morgan Retirement Link
J.P. Morgan Retirement Link
Free
Securely access your retirement account anytime, anywhere. Track your progress towards your retirement goal, manage investments, and research loan details. Enhanced security features protect your personal information.
Retirement plan registration and enrollmentView account balances and progressModify contributions, asset allocations, and beneficiaries
💰 Finance
(4.2K)
free18
My Retirement
by Nationwide Mutual Insurance Company
Free
Access your employer-sponsored retirement plan on the go. View account balances, asset breakdowns, and manage contributions. Plan your retirement readiness with integrated financial planning tools.
Account balance viewingAsset class breakdownsContribution management
💰 Finance
(23K)
free19
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)
ad-supported20
UBS Wealth Management
by UBS AG
Free
Manage your finances and investments with a personalized digital experience. Track spending, set budgets, and oversee your UBS-administered equity awards. Designed for existing UBS clients to navigate their financial lives conveniently.
Account and cash managementBudgeting and spending trackingFinancial tools
💰 Finance
(62K)
free