Best Securities Licensing App

Ally: Bank, Auto & Invest

The app for all things money

Free

A comprehensive financial app that combines banking and automotive services, offering an all-in-one solution for managing finances and car-related needs. Simplify your financial life and streamline car-related tasks in one convenient app.

Vanguard: Save, Invest, Retire

Investing, Advice, Retirement

Free

The Vanguard app provides easy mobile investing and account management with features like tracking account performance, making trades, and accessing support. Stay on top of your investments and financial goals conveniently from your mobile device.

Robinhood: Trading & Investing

BTC, Crypto, Stocks & Options.

Free

Discover a user-friendly investment app offering a range of financial instruments like stocks, options, ETFs, and cryptocurrency through Robinhood Financial. Take control of your finances effortlessly.

NSDL Speede App

by National Securities Depository Limited

Free

View and manage your investment holdings in your demat account with this app. Download and register online in simple steps, or use your existing credentials if you're already a user of a related system.

Wealthscape℠

by National Financial Services LLC

Free

Access critical brokerage information, manage client accounts, and stay informed on market updates with the Wealthscape℠ mobile app. Enjoy advanced security features like biometric login and two-factor authentication for a secure experience. For investment professionals only.

TradeUP: Trade, Invest & Save

Stocks, ETFs, and Options

Free

TradeUP is a robust investment platform that allows users to easily trade and invest in stocks, ETFs, options, and more. Start optimizing your financial portfolio today with TradeUP!

Client Access

by Raymond James Financial, Inc.

Free

Access your accounts with ease using our app - securely view balances, manage investments, transfer funds, deposit checks, access market info, view documents, and utilize client tools, all optimized for mobile. Stay on top of your financial portfolio anytime, anywhere.

FINRA Securities Exam Prep

SIE, Series 6, 7, 63, 65, 66

Free

Prepare confidently for the SIE, Series 6,7,63,65,66 exams with over 5000 practice questions on this comprehensive study tool. Tailor your study experience, track progress, and access personalized recommendations for success in the financial industry. Download now for free or subscribe for full access to all features and materials.

Wealthscape Investor℠

by National Financial Services LLC

Free

Access your managed brokerage accounts with ease using this app, featuring advanced security measures like biometric login and two-factor authentication. Enjoy convenient self-service capabilities and access account information effortlessly, including statements, tax forms, and more. To get started, contact your financial institution to enroll in Wealthscape Investor or Online Brokerage.

Stock Plan

Morgan Stanley at Work

Free

Designed exclusively for stock plan participants with share plans serviced by Morgan Stanley, this app brings desktop platform features to iOS devices, allowing users to view account balances, check award vesting schedules, sell shares, exercise options, and more. Accessible via Face ID or Touch ID, the app provides interactive data visualizations and personalized portfolio views. To experience the convenience of managing stock plans on-the-go, download the app now.

Flip-App

AI-native employee app

Free

Streamline internal communication with our employee app, offering personalized news updates, chat for collaboration, easy access to important tools, and a platform for sharing and discussing company topics. Stay connected and engaged with your team effortlessly.

Schwab Mobile

Own your tomorrow®

Free

This app helps you manage your finances on the go, offering features such as trading stocks, ETFs, and more, secure login options, real-time market data, customizable watchlists, and mobile check deposits. Take charge of your financial future today!

Lakeview Mortgage

Your mortgage on the go.

Free

Manage your mortgage with ease using our app. Make payments, review statements, track finances, and get quick assistance whenever you need it. Simplify your loan servicing with just a few taps.

Broker Plus

Handle Your Business On The Go

Free

Manage your business seamlessly with our app that provides easy access to your book of business, commission tracking, application status updates, news, and client information—all at your fingertips. Stay informed and efficient on the go with Broker Plus!

SBI Securities: Stocks & IPO

Demat, Stocks, Mutual Fund,IPO

Free

The application is a comprehensive investment and trading platform provided by the SBI group, India's largest banking conglomerate. It offers a wide range of investment options, including stocks, equity SIP, options trading, mutual funds, and more. The app caters to both novice and experienced investors, providing tools, research, and real-time market data to help users make informed investment decisions. The call-to-action is to download the SBI Securities app and start investing, with the promise of building a strong portfolio backed by the trust and confidence of the SBI brand.

Opco Client Access mobile app

by Oppenheimer & Co. Inc.

Free

Access your account information on-the-go with this mobile app, featuring account summaries, holdings, balances, and research data. Current users of the Client Access website can start using the app immediately, while others can contact their Financial Advisor for assistance.