Best Tradewinds Capital Management 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.

Victory Capital

For Every Investor

Free

This app provides personalized investment recommendations and active portfolio management. It allows users to easily manage their accounts, track performance, and access investment insights to pursue financial goals.

IEQ Capital Investment Portal

by IEQ Capital, LLC

Free

Access a secure and comprehensive view of your financial life. Track your balance sheet, investment portfolio, and performance with real-time updates and sophisticated insights to support informed decision-making.

Autopilot: Automated Investing

In your own brokerage account

Free

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.

IBKR Mobile - Invest Worldwide

Trade At the Lowest Cost

Free

Trade global financial markets with a mobile platform offering real-time quotes, charts, and scanners. Supports standard and complex order types. Explore market data with delayed quotes without registration.

Charter Oak Capital Management

by Charter Oak Capital Management

Free

Manage your complete financial picture with an intuitive dashboard, interactive reports, and a secure document vault. Easily track investments and communicate with your financial advisor.

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.

Commons Capital

by Commons Capital LLC

Free

Access your portfolio data through a streamlined and intuitive mobile interface. Designed for authorized clients to view their financial information with ease and elegance.

RB Capital Mgmt

by RB CAPITAL MANAGEMENT, LLC

Free

Access your financial account details and balances with this app. It provides a convenient way to monitor your investments and financial standing with RB Capital Management, LLC.

Up Capital

by Up Capital Management, Inc.

Free

Access your financial account details, view balances, and connect with your advisor on the go. This mobile application provides convenient access to your financial information.

TW Digital

by TradeWinds, LLC

Free

Connect your smart devices to your client portal to view portfolio balances, holdings, and performance. Stay updated with news and commentary, and easily reach out to a representative.

Opus Capital Management

by Opus Capital Management, Inc.

Free

Manage your finances with a secure and intuitive mobile dashboard. Track investments, access interactive reports, and securely store important documents with your financial advisor.