Best Retirement Account Apps

4.8😐(3.4M ratings)

Free

#11in Finance

Invest in stocks, ETFs, and cryptocurrencies with professional insights and powerful tools. Manage cash, pay bills, and automate investments. Offers 24/7 support and robust account protection.

What We Love

🚀 Efficient app with quick access to accounts
🔒 Secure login process
👍 Comprehensive research and data tools
💡 Ability to link external accounts for full financial view
👍 Reliable and trustworthy platform

Room to Improve

🐛 Inaccurate account information and performance data
🔍 Cluttered and unintuitive user interface
🔍 Difficult to navigate and find desired features
🔍 Lacking key features for active traders
🐛 Buggy app with frequent crashes and performance issues

NetBenefits by Fidelity Investments

Fidelity workplace benefits

Strong Contender

4.6😞(29K ratings)

Free

#44in Finance

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.

What We Love

👍 Easy to use
🚀 Convenient mobile access
🔒 Secure document upload
💡 Helpful retirement planning tools

Room to Improve

🐛 Buggy and glitchy
🕸️ Feels like a mobile website, not a true app
🤔 Confusing navigation and user experience
⏱️ Slow performance and long load times

My Retirement by Nationwide Mutual Insurance

Worth Considering

4.8😞(24K ratings)

Free

Access your employer-sponsored retirement account on the go. View account balances, asset breakdowns, and manage contributions. Plan for your future with retirement readiness tools.

What We Love

👍 Helpful and knowledgeable agents
🚀 Quick and easy to use
🔒 Secure and confident experience

Room to Improve

🐛 Clunky and buggy app
🔍 Limited functionality compared to website
⚠️ Frequent update issues

More Retirement Account apps to explore

John Hancock Retirement

by John Hancock

Manage retirement plan accountView account balance and historyUpdate contribution rates

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.

Retire on your terms.

View account balancesComplete simple transactionsAdjust investments

Manage your retirement savings and financial goals on the go. Access account balances, make transactions, and discover educational resources to improve your financial confidence. Tools like a personalized Retirement Wellness Score help you track progress towards your goals.

by Teachers Insurance and Annuity Association America

Retirement and brokerage account managementInvestment and fund performance trackingBrokerage trading (equities, ETFs, mutual funds)

Manage your retirement and brokerage accounts with secure, convenient access to your finances. Monitor investments, track fund performance, and trade equities, ETFs, and mutual funds. Set and monitor savings goals for your financial future.

by Voya Services Company

All-in-one account aggregationPersonalized financial guidanceRetirement income modeling

Manage your entire financial life from one secure app. Track retirement, health savings, and investment accounts, alongside external banking and credit card information. Receive personalized guidance and access interactive tools to help you achieve your financial goals.

Participant Account Access

Check account balancesView investment performanceMonitor contributions

Access your employer-sponsored retirement plan account on the go. View balances, track investments, monitor contributions, and manage your account securely. Perform transfers and make allocation changes with ease.

(1.2K)

BEON Retirement Account Access

by Schwab Retirement Technologies Inc.

by JULY BUSINESS SERVICES INC

by Texas County and District Retirement System

View account balance and transaction historyEstimate monthly retirement benefitsApply for retirement or withdrawals

Manage your retirement savings and benefits securely from your mobile device. Track your account balance, estimate future payments, and update personal information. Designed for both active members and retirees to stay connected to their financial future.

Easily Access Retirement Plan

Retirement roadmap guidanceMonitor retirement plan accountsManage retirement plan accounts

This app serves as a retirement roadmap, guiding users from their current financial standing to their desired future. It allows for easy monitoring and management of retirement plan accounts.

(29)

Retirement Income Solutions

by Retirement Income Solutions, Inc

MAG Retirement Income Plus

(0)

by Melia Advisory Group LLC

by THE TRUST COMPANY OF OKLAHOMA

Review retirement plan accountsView account balanceAccess transaction history

Manage your employer-sponsored retirement plan. View your account balance, transaction history, and investment performance. Stay informed about your financial future.

(1)

Flexible Retirement Calculator

by Cleveland Consulting, Inc.

by New England Pension Plan Systems, LLC

Oak Pensions: RSA & Retirement

(0)

Check PFA Balance & Statement

Check RSA balanceTrack employer contributionsRequest RSA statements

Manage your retirement savings account on the go. Check balances, track contributions, request statements, and monitor benefit claims. Plan for the future with a pension calculator and get instant support from an in-app assistant.

by YMCA Retirement Fund (inc)

Review account balances and interest earnedView and download Annual Benefit StatementsEstimate future retirement income

Access your retirement account information, including balances and earned interest, and view benefit statements. Estimate future retirement income by adjusting age and contributions. Offers micro-learning resources and secure login options.

(14)