Best Nixon Peabody Trust Company Apps

Wealthfront: Save and Invest

Saving, investing, stocks.

Free

This app offers a high-yield cash account, automated investing with expert-built portfolios, and commission-free stock trading. It provides a consolidated view of your finances to help you build wealth and plan for retirement.

Beanstox: Simple Investing

Start small, grow wealth

Free

This app offers automated investing in diversified ETF portfolios, retirement accounts, and other options. It simplifies long-term investing with recurring deposits and portfolio management, making it accessible for both beginners and experienced investors.

Capital Group RKDirect 401k

Manage your 401k

Free

Manage your employer-sponsored retirement plan on the go. View account details like balances, rates of return, and transaction history. Make changes to your investments, contribution allocations, and personal information as permitted by your plan.

Schwab Workplace Retirement

by The Charles Schwab Corporation

Free

This application provides recordkeeping and related services for retirement plans. It is part of the services offered by a financial institution to manage your retirement accounts.

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.

NetBenefits

Fidelity workplace benefits

Free

Manage your Fidelity workplace benefits, including retirement savings, stock options, health insurance, and HSAs. Track account balances, investments, and expenses. Plan for your future with personalized tools and educational resources.

Computershare Investor Center

Shareholding, secure & simple

Free

Manage your shareholdings conveniently on the go. Access your portfolio, download important documents, and track your investments securely. You can also manage holding details and buy or sell shares.

BBAE Pro - Trading & Investing

Stocks | Options | Portfolios

Free

This platform empowers users to navigate financial markets with tools for stocks, options, and ETFs. It offers commission-free trading, AI-powered filing analysis, and curated investment themes. Users can also explore portfolios of famous investors and receive personalized financial guidance.

Columbia Private Trust

by Columbia Bank (OR)

Free

Access and track your investment accounts with this mobile app. Monitor balances, view transactions, and manage contact information. Features include a dashboard summary, graphical investment views, and detailed account insights.

Unit Trust Corporation

by Trinidad & Tobago Unit Trust Corporation

Free

Manage your investments and access financial services conveniently. This portal allows you to view your accounts and stay informed about the latest updates, all within a single application.

Baird Online

by Robert W. Baird & Co.

Free

Monitor your wealth and track your financial plan with ease. View your portfolio, check your net worth, and securely access important documents. Get expert insights and connect with your financial advisor.

Greenleaf Trust Retirement

Retirement Account Access

Free

Access and manage your retirement accounts with this financial tool. It provides specialized services for wealth management, trust administration, and retirement plan administration, focusing on long-term wealth preservation.

U.S. Bank Trust & Investments

by U.S. Bancorp

Free

Access detailed trust and investment information, including account balances, holdings, and transaction history. Stay informed with stock quotes, company news, charts, and market updates. Available to U.S. Bank trust and investment clients.

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.

BOH Trust

by Bank of Hawaii

Free

Access your trust and investment details securely on the go. View your total wealth, portfolio snapshots, and detailed holdings. Make informed financial decisions with clear, simple access to your information.

Fiduciary Trust International

Growing and Protecting Wealth

Free

Manage your wealth and investment accounts securely on the go. View balances, holdings, and recent transactions. Safely share documents with your financial team through a digital vault.

Wall Street Oasis

by WSO

Free

Connect with finance professionals and access resources for a career in the industry. Get interview prep, learn financial modeling, and gain insights into top firms. Join a global community of over 750,000 members.